About

Prior to joining Wealth Enhancement, Adam ran his own online business, where he developed valuable skills in customer service and business management; demonstrating sound technical knowledge and problem-solving abilities. He prioritizes creating a personal and welcoming client experience while working with the team to answer all client service questions and inquiries in a timely manner.

Outside of the office, he enjoys spending time outdoors, whether he is hiking in the local mountains, at the dog park, or shooting hoops with his friends.

Education

  • BA, Finance, Minor, Real Estate, Santa Clara University

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