Adam L. Truitt joined Financial Designs Ltd. in 2004 and has served as President since 2017. In his role as President he focuses on the strategic and long-term growth for FDL and helps continue its legacy of over 50 years. He manages new client development and serves as an advisor to high-net-worth families and business owners. His emphasis is on creating customized estate and life insurance solutions to help meet clients’ business and charitable goals.
Prior to joining FDL, Adam practiced at a certified public accounting firm where he worked with businesses in the manufacturing, franchising, distribution, and technology industries.
Adam has a BS in Business Administration from the University of Colorado and is a member of the Colorado Society of CPAs and the American Institute of CPAs. He also holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
Adam and his wife, Katy, and their three children live in Greenwood Village, Colorado. He enjoys time with his family and is also an avid golfer and skier.