Adam is dedicated to providing comprehensive financial counseling to both existing and prospective clients, focusing on a holistic approach to wealth management. With over 15 years of industry experience, Adam is proficient in a wide array of financial planning areas, including investment, tax, retirement, insurance, and education planning. His passion lies in helping clients make informed decisions with their hard-earned money. Adam earned his Certified Financial Planner (CFP) designation in 2018.

Outside of work, Adam enjoys spending time with his wife, Kara, their two children, and their dog, Arnie. He loves time outdoors and has a passion for golf, which began during his collegiate years and continues to be a significant part of his personal and professional life. He enjoys participating in local amateur tournaments and playing with friends and clients.