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Adam Straseske, CMT

Dedicated to Helping Clients Accomplish What They Want

A quick few relevant things about me...


- Started in the investment business in 1999

- Witnessed two bear markets and learned from both

- Earned the Chartered Market Technicians (CMT) Certification in 2011

- Co-authored "Home Run Financial Planning, " with Steve Straseske, my father

- Fiduciary standard

- Independent service model

- Experienced in all things personal finance

- Humble, curious, and grateful


If you have an interest in talking or think I might be able to help, let's schedule a time. Click here.

Emily Morgan

Get To Know Me

Here are a few key highlights about me...


- Works tirelessly to ensure that the needs of our clients are met

- Endless patience and understanding

- Golden Rule enthusiast and Platinum ruler enforcer.

- Plant lover and green thumb cultivator

- Lovingly referred to as the group Mom in social circles

- If you need me, call me! 


I strive to provide the best client experience and build lasting relationships with everyone that we come in contact with, we are here for you. 

Client Accounts & Resources

Charles Schwab Institutional Log In
stockcharts.com, charting software
CMT Designation, CMT website

Adam Straseske, CMT

adam@redoakam.com


Emily Morgan

clientcare@redoakam.com


Office: 512-327-4747

2201 Double Creek Drive, 5005

Round Rock, TX 78664


Investment advice offered through Strategic Financial Concepts, LLC.,

a registered investment advisor.


Firm Brochure   |   Adam Brochure   |   Customer Relationship Summary   |   Disclosures   |   FINRA Broker Check


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