Meet Adam
Adam started college as an engineering student. But he realized the kind of problem-solving he wanted to do was more personal: helping people make sense of their finances and build a life around what matters to them. One internship in the early 2000s turned that realization into a career.
As Director of Financial Planning, Adam oversees the planning process from the first conversation through long-term projections, bringing together financial, tax, and protection strategies to help clients stay on track. He holds a B.S. in Consumer Science/Personal Finance and a Master of Science in Financial Planning and Taxation, along with multiple professional designations.
Outside the office, Adam trades financial plans for woodworking projects, photography, and time in the kitchen. Most of all, he enjoys spending time with his wife, Kelly, and their three children.