About Adam
Adam assists the advisory team in crafting a financial plan to fit each client’s needs and help them stay on track with their financial goals. He primarily assists with meeting preparation, research, and data entry, as well as building strong, trusting relationships with all of his clients. Adam was motivated to build a career in wealth management because he loves helping those in need. He feels the most rewarding part of his role is becoming a partner to his clients and helping them navigate through major life changes.
Adam is a St. Louis native who currently lives in St. Charles with his wife, Emily, and their Bernese Mountain Dog, Winston. Outside of work, he enjoys volunteering for his former teammate’s nonprofit organization, Triumph Together; staying active; enjoying a round of golf; and lacing the skates back up for an occasional men’s league game. If he is not in St. Louis, he will likely be at Table Rock Lake with family and friends.
Education and Professional Milestones
- Northern Michigan University - bachelor’s degree in finance, specializing in corporate finance and business development
- Was an associate wealth advisor for another registered investment advisory firm in St. Louis for three years
- Was a member of the men’s Division I hockey team at NMU, making the Western Collegiate Hockey Association (WCHA) All Academic Team all four years
Adam assists the advisory team in crafting a financial plan to fit each client’s needs and help them stay on track with their financial goals. He primarily assists with meeting preparation, research, and data entry, as well as building strong, trusting relationships with all of his clients. Adam was motivated to build a career in wealth management because he loves helping those in need. He feels the most rewarding part of his role is becoming a partner to his clients and helping them navigate through major life changes.
Adam is a St. Louis native who currently lives in St. Charles with his wife, Emily, and their Bernese Mountain Dog, Winston. Outside of work, he enjoys volunteering for his former teammate’s nonprofit organization, Triumph Together; staying active; enjoying a round of golf; and lacing the skates back up for an occasional men’s league game. If he is not in St. Louis, he will likely be at Table Rock Lake with family and friends.
Education and Professional Milestones
- Northern Michigan University - bachelor’s degree in finance, specializing in corporate finance and business development
- Was an associate wealth advisor for another registered investment advisory firm in St. Louis for three years
- Was a member of the men’s Division I hockey team at NMU, making the Western Collegiate Hockey Association (WCHA) All Academic Team all four years