About
Adam
As the son of a banker and a social worker, Adam came to realize that fulfillment comes from helping others reach their financial goals.
Adam joined Focus Partners in 2026, following work with Kovitz and Telemus. As a Senior Wealth Advisor, Adam helps his clients by providing strategy and financial guidance. In addition to being a CERTIFIED FINANCIAL PLANNER®, Adam is a licensed insurance agent, which allows him to utilize a holistic planning approach while working with a diverse set of clientele.
After graduating from college with a degree in Business Management, Adam spent 8 years at Raymond James & Associate where he mastered account transfers, client support, and provided financial advice to clients.
In his spare time, Adam enjoys cooking and visiting new places with his wife Victoria and their golden retriever, Lincoln. When he’s at home in the Detroit area, Adam can usually be found in an ice rink or on the golf course.
Education and Professional Milestones
-University of Michigan-Dearborn – bachelor’s degree in business management
As the son of a banker and a social worker, Adam came to realize that fulfillment comes from helping others reach their financial goals.
Adam joined Focus Partners in 2026, following work with Kovitz and Telemus. As a Senior Wealth Advisor, Adam helps his clients by providing strategy and financial guidance. In addition to being a CERTIFIED FINANCIAL PLANNER®, Adam is a licensed insurance agent, which allows him to utilize a holistic planning approach while working with a diverse set of clientele.
After graduating from college with a degree in Business Management, Adam spent 8 years at Raymond James & Associate where he mastered account transfers, client support, and provided financial advice to clients.
In his spare time, Adam enjoys cooking and visiting new places with his wife Victoria and their golden retriever, Lincoln. When he’s at home in the Detroit area, Adam can usually be found in an ice rink or on the golf course.
Education and Professional Milestones
-University of Michigan-Dearborn – bachelor’s degree in business management