Meet the Authors at HighPoint Advisors, LLC
At HighPoint Advisors LLC, we proudly create all of our blog content in-house. Every article you read is the result of our collaborative effort—written by our team of financial advisors and experts, sharing authentic knowledge and insights directly with you. No white-labeling here—just genuine, valuable content from the people who know the industry best.
Our Authors
Adam (AJ) Loedel, CFP®, RICP®, ChFC®
Managing Director
AJ is a founding partner of HighPoint Advisors, LLC. He contributes his expertise in personalized financial strategies, long-term financial planning, investment strategies, wealth management, and more to our blog. AJ holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®) designations. His insights help guide you through complex financial decisions with clarity and confidence.
Patrick Newton, ChSNC®
Financial Advisor, NEA Retirement Specialist
Patrick contributes his expertise in retirement planning for individuals, small businesses, families, and school district employees to our blog. He also specializes in planning for individuals with special needs, investment management, and other key areas. Pat holds the Chartered Special Needs Consultant (ChSNC®) Designation. His experience helps clients navigate complex financial decisions—whether it’s progressing towards a comfortable retirement or planning for the future care of a loved one with special needs.
Taylor Ennist
Office Manager & Marketing Assistant
Taylor supports the team with content development and marketing efforts. While not a financial advisor, her background in marketing ensures that every post is engaging, accessible, and tailored to your needs.
Why Our Blog Content Stands Out
- Collaborative Insights: We work together as a team to write every article, blending our individual expertise to provide you with well-rounded and comprehensive perspectives.
- Authentic Perspectives: We write from our own experiences, offering personal insights and honest viewpoints.
- Consistent Quality: Expect regular, high-quality content you can rely on for trusted financial advice.
- Expertise You Can Trust: Our team has years of experience, and we aim to share that expertise in a way that’s clear and understandable.
- The Voice of Your Advisor: Our blog reflects the real voices of your financial advisors, giving you a personal connection with every post.
- Engaging & Relevant Content: We focus on topics that matter to you, with the goal of keeping you informed and engaged as you navigate your financial journey.
RICP conferred by The American College.