About
Adam
Adam works with individuals and families to help them navigate financial decisions and understand what their resources can make possible. He finds it especially rewarding when planning gives clients the confidence to spend more on what matters to them, whether that means supporting a charity, helping family, taking a meaningful trip, or realizing they have greater flexibility around when and how long they work. Retirement planning for those in the middle and later stages of their careers is particularly meaningful to him.
Adam came to wealth management after spending 17 years in corporate supply chain management. His interest in financial planning began personally, as he explored ways to create greater financial independence and flexibility for his own family. That interest grew into a passion for investing and planning and, ultimately, a career change. Having also experienced the value of working with a financial advisor as a client, Adam was drawn to a profession where he could work directly with individuals and families and see the impact of his work firsthand.
Adam and his wife, Annie, live in Webster Groves with their three children, and spend much of their time at school events, practices, and games. While Adam is thrilled to be part of these activities, he especially enjoys the community surrounding youth hockey. Having never had the opportunity to play growing up, Adam's time around the rink inspired him to learn to skate and complete an adult learn-to-play hockey program. Adam and Annie both grew up in neighboring small towns in central Illinois and enjoy staying connected with family and lifelong friends.
Education and Professional Milestones
-Western Illinois University – bachelor's degree in business management
-Western Illinois University – master’s degree in business administration
Adam works with individuals and families to help them navigate financial decisions and understand what their resources can make possible. He finds it especially rewarding when planning gives clients the confidence to spend more on what matters to them, whether that means supporting a charity, helping family, taking a meaningful trip, or realizing they have greater flexibility around when and how long they work. Retirement planning for those in the middle and later stages of their careers is particularly meaningful to him.
Adam came to wealth management after spending 17 years in corporate supply chain management. His interest in financial planning began personally, as he explored ways to create greater financial independence and flexibility for his own family. That interest grew into a passion for investing and planning and, ultimately, a career change. Having also experienced the value of working with a financial advisor as a client, Adam was drawn to a profession where he could work directly with individuals and families and see the impact of his work firsthand.
Adam and his wife, Annie, live in Webster Groves with their three children, and spend much of their time at school events, practices, and games. While Adam is thrilled to be part of these activities, he especially enjoys the community surrounding youth hockey. Having never had the opportunity to play growing up, Adam's time around the rink inspired him to learn to skate and complete an adult learn-to-play hockey program. Adam and Annie both grew up in neighboring small towns in central Illinois and enjoy staying connected with family and lifelong friends.
Education and Professional Milestones
-Western Illinois University – bachelor's degree in business management
-Western Illinois University – master’s degree in business administration