About Adam
Adam helps his team design, build, and protect the financial dreams of clients. He works closely with his team to care for client relationships using tax-efficient and evidence-driven investment and planning strategies.
Adam believes financial planning comes down to three words: trust, peace, and objectivity. He believes working with clients in reaching their personal and financial goals is incredibly rewarding, but what gives him the most joy is developing trust with a client that leads to them having peace of mind in knowing they have a team working for their best interest. Adam also believes it is important that advisors provide a level of objectivity to ensure emotions aren't leading conversations and that data-driven research informs decisions. When this happens, trust and peace of mind follow.
Outside of work, Adam enjoys spending time with his family. He and his wife, Carrie, stay busy with their two sons’ sports schedules, but when they have downtime, you can find them either on a golf course or on the lake boating and fishing.
Education and Professional Milestones
-Missouri State University - bachelor's degree in marketing
-Has worked in the nonprofit sector with YMCA of Greater Kansas City
Adam helps his team design, build, and protect the financial dreams of clients. He works closely with his team to care for client relationships using tax-efficient and evidence-driven investment and planning strategies.
Adam believes financial planning comes down to three words: trust, peace, and objectivity. He believes working with clients in reaching their personal and financial goals is incredibly rewarding, but what gives him the most joy is developing trust with a client that leads to them having peace of mind in knowing they have a team working for their best interest. Adam also believes it is important that advisors provide a level of objectivity to ensure emotions aren't leading conversations and that data-driven research informs decisions. When this happens, trust and peace of mind follow.
Outside of work, Adam enjoys spending time with his family. He and his wife, Carrie, stay busy with their two sons’ sports schedules, but when they have downtime, you can find them either on a golf course or on the lake boating and fishing.
Education and Professional Milestones
-Missouri State University - bachelor's degree in marketing
-Has worked in the nonprofit sector with YMCA of Greater Kansas City