About Adam
Adam helps clients reach their personal and wealth goals by creating well-thought-out, ever-evolving financial plans. By understanding an individual’s hopes, objectives, and concerns, he is able to implement personalized strategies for each unique situation.
Starting with the investment club at his high school in Chicago, he found great pleasure in being involved with the markets and helping others understand more about the world of finance.
Currently, Adam resides in Cedar Rapids with his wife, Sage; dog, Stella, and cat, Bella. He enjoys playing the guitar and other instruments, golfing, and spending time with his family and friends.
Education and Professional Milestones
- University of Iowa - Bachelor's Degree in Finance
- Joined Focus Partners Wealth in 2023
- Has also held roles in accounting and worked as a trader for Polaris Wealth Advisory Group
Adam helps clients reach their personal and wealth goals by creating well-thought-out, ever-evolving financial plans. By understanding an individual’s hopes, objectives, and concerns, he is able to implement personalized strategies for each unique situation.
Starting with the investment club at his high school in Chicago, he found great pleasure in being involved with the markets and helping others understand more about the world of finance.
Currently, Adam resides in Cedar Rapids with his wife, Sage; dog, Stella, and cat, Bella. He enjoys playing the guitar and other instruments, golfing, and spending time with his family and friends.
Education and Professional Milestones
- University of Iowa - Bachelor's Degree in Finance
- Joined Focus Partners Wealth in 2023
- Has also held roles in accounting and worked as a trader for Polaris Wealth Advisory Group