The experience you need. The commitment you deserve.
Adam’s professional credentials reflect his comprehensive expertise. He earned a degree in finance and economics from Indiana University’s Kelley School of Business.
Over the years he has passed the Series 6, 7, 63, 65, and 24 securities licensing exams, and he is licensed to offer life and health insurance across many states. He has also achieved advanced designations, including Accredited Investment Fiduciary (AIF®) and Chartered Federal Employee Benefits Consultant (ChFEBC®), demonstrating additional training in ethical practice and federal retirement benefits.
Yet, ask Adam and he'll tell you:
“The most valuable lessons weren’t learned in a textbook, but through years of real-world problem-solving with clients.”
That mindset of continuous learning and improvement is why he conducts regular research, pursues ongoing education, and embraces innovative strategies used by leading institutions. He blends Wall Street rigor with a Main Street heart.
More than two decades of experience,
with integrity at the forefront.
Adam has been a financial advisor for over 25 years, guiding clients through boom years and major recessions alike. Early in his career, he worked at a large brokerage firm, where the culture often emphasized sales quotas over client outcomes. Determined to offer truly unbiased advice, Adam founded his independent firm in 2006. As an independent advisor, he answers only to his clients and the oath to put their interests first. He will even risk being unpopular, or losing business, if that’s what doing the right thing for the client requires. (In Adam’s view, protecting you is far more important than pleasing you.) This unwavering commitment to loyalty and candor is the bedrock of our firm.
The values that guide our counsel:
Prepared Integrity
Every recommendation is rooted in advance planning, detailed checklists, and duty-bound follow-through. We do the homework before a crisis hits.
Guardian Mindset
We are fierce about shielding you from preventable losses first, then carefully pursuing growth opportunities. Your downside protection comes before upside potential.
Straightforward Guidance
No jargon, no ivory-tower talk. Adam translates behavioral finance insights and complex strategies into clear, plain-English action steps you can follow.
Coordinated Leadership
Think of Adam as your family’s financial consigliere. He coordinates with specialist partners like CPAs*, estate attorneys* and insurance professionals, calling in the right expertise at the right time to execute your plan with precision.
Beyond the office
Originally from the Midwest, Adam has called Florida home since 2003. He lives in the Bradenton area (Lakewood Ranch) with his wife of over 25 years and their four children. When he’s not in the office or meeting clients, you can find Adam outdoors casting a fishing line, exploring underwater as a certified SCUBA diver, carving down alpine slopes, or cheering on college football. He’s also a bit of a wine enthusiast, always curious to discover a new favorite vintage. Above all, Adam is a family man who understands the importance of leaving a legacy and making memories with the people you love.
Giving back is a core part of who we are. Adam and the team support causes that strengthen our community and country, such as K9s for Warriors (providing service dogs for veterans) and the Fisher House Foundation (supporting military families during medical care). We believe a business rooted in service should also serve others in return.
