Our People
 Adam Truitt |
Adam joined Financial Designs Ltd. in 2004. He specializes in helping families and individuals with their estate
planning and business succession needs.
A Denver native, he is a graduate of the University of Colorado with a degree in business administration. Prior to joining Financial Designs, Adam spent seven years in public accounting, most recently with a large local accounting firm. During this time he worked with a variety of closely and publicly held businesses in the manufacturing, franchising, distribution and technology industries. He is a member of the Colorado Society of CPAs as well as the American Institute of CPAs. He also serves on the Rocky Mountain Estate Planning Council and the Society of Financial Service Providers. Adam is married and has a son and daughter. When not spending time with his family, Adam enjoys golf, skiing and fishing. |
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