Dr. Paul M. Thomson Professional Advisor of the Year
Truman Heartland Community Foundation appreciates the role of the professional advisor in assisting clients with meeting personal and financial goals. For some clients, these goals include gifts to charity.
The Dr. Paul M. Thomson Professional Advisor of the Year Award recognizes professional advisors for their outstanding work in facilitating gifts to charity.
The 2020 Dr. Paul M. Thomson Professional Advisor of the Year was
A second-generation Investment Advisor for Edward Jones, Adam Kliethermes brings a unique perspective for financial planning and a commitment to charitable giving strategies that serve his clients and the community.
The Kliethermes family has been serving Independence for more than 40 years. Adam’s father, Mark, opened his Edward Jones office on the Independence Square in 1978. After attending the University of Missouri, earning a Master’s of Accountancy and JD, Adam joined the firm in 2011. Having grown up in the business and community he serves, Adam has a distinct ability to develop legacy plans that meet his clients’ financial and charitable goals.
Adam is the past chair of Truman Heartland Community Foundation’s Independence/Sugar Creek Advisory Board. As a member of the Development Committee, Adam helped expand the Foundation’s network of Professional Advisors in Cass County, emphasizing the benefits of charitable giving for both financial advisors and their clients.