About Adam
Adam helps clients manage every part of their lives that involves a dollar sign: investment portfolios, tax strategies, retirement planning, estate planning, education planning, and insurance decisions. He brings a truly comprehensive approach to this process, knowing that a “big picture” perspective is the best way to help people feel confident about their wealth and live fuller lives. Fundamentally this desire to help people live more confidently, knowing their wealth is being managed, is what drives Adam’s work.
Adam is privileged to serve a wide variety of clients, each with distinct financial resources, opportunities, and goals. And as a member of Chicago’s LGBTQ+ community, he brings a unique understanding to the table when working with individuals and families from across the LGBTQ+ spectrum.
Adam joined Focus Partners Wealth in 2026, having previously worked at Strategic Wealth Partners (SWP). Prior to that, he was with Gresham Partners, where he provided ultra-high-net-worth clients with comprehensive financial planning and tax guidance. He also served as a senior financial planner at Balasa Dinverno Foltz LLC, where he helped individuals and families navigate complex planning challenges.
Adam is an active member of the Chicago Estate Planning Council. He is also an associate Board member of Chicago House and an Illinois member of the LGBT Chamber of Commerce.
Outside of the office, Adam enjoys spending time with his husband, friends, and family, exploring Chicago’s music scene, cheering on the Wisconsin Badgers, and fishing.
Education and Professional Milestones
-University of Wisconsin–Madison – bachelor of business administration with a focus in finance, investments, banking, and entrepreneurship
Adam helps clients manage every part of their lives that involves a dollar sign: investment portfolios, tax strategies, retirement planning, estate planning, education planning, and insurance decisions. He brings a truly comprehensive approach to this process, knowing that a “big picture” perspective is the best way to help people feel confident about their wealth and live fuller lives. Fundamentally this desire to help people live more confidently, knowing their wealth is being managed, is what drives Adam’s work.
Adam is privileged to serve a wide variety of clients, each with distinct financial resources, opportunities, and goals. And as a member of Chicago’s LGBTQ+ community, he brings a unique understanding to the table when working with individuals and families from across the LGBTQ+ spectrum.
Adam joined Focus Partners Wealth in 2026, having previously worked at Strategic Wealth Partners (SWP). Prior to that, he was with Gresham Partners, where he provided ultra-high-net-worth clients with comprehensive financial planning and tax guidance. He also served as a senior financial planner at Balasa Dinverno Foltz LLC, where he helped individuals and families navigate complex planning challenges.
Adam is an active member of the Chicago Estate Planning Council. He is also an associate Board member of Chicago House and an Illinois member of the LGBT Chamber of Commerce.
Outside of the office, Adam enjoys spending time with his husband, friends, and family, exploring Chicago’s music scene, cheering on the Wisconsin Badgers, and fishing.
Education and Professional Milestones
-University of Wisconsin–Madison – bachelor of business administration with a focus in finance, investments, banking, and entrepreneurship