With over 15 years of experience in the financial services industry, Adam is dedicated to helping both current and prospective clients navigate the complexities of wealth management. As a Certified Financial Planner™ professional since 2018, he brings a deep understanding of a wide range of financial planning disciplines, including investment strategy, tax optimization, retirement readiness, insurance solutions, and education funding.

Adam takes a holistic approach to financial counseling, working closely with clients to develop personalized strategies that align with their goals and values. His passion lies in empowering individuals and families to make informed, confident decisions about their financial future.

Outside of work, Adam enjoys spending quality time with his wife, Kara, and their two children. A lifelong golf enthusiast, he competed at the collegiate level and continues to play in local amateur tournaments. Whether on the course or in the office, Adam values building lasting relationships and bringing thoughtful guidance to every interaction.