My Role:
Adam serves as a Lead Advisor and is committed to helping his clients understand their present financial situation, identify their goals, and put together a straightforward plan that helps them take action.
Work History:
While in college, Adam was offered an internship at a local financial advisor’s office, which led to a permanent position upon graduation. Adam found his professional “home” with these clients and has devoted his career to caring for them since 1998.
Where I Come From:
Adam was born and raised in New Albany, Indiana and has lived in southern Indiana his whole life. He and his wife, Tiffany, have been married since 2000 and have two children, Parker and Sophie. Outside of the office, Adam enjoys running, watching football, and spending time with his family.
Education:
Adam received a Bachelor of Science in Business with a concentration in finance from Indiana University Southeast.
My Why:
Adam believes that everyone should have personal financial goals and understand exactly how to achieve those goals within a framework of their real, everyday lives. Knowing that each client’s current situation and aspirations for the future are different, he finds great purpose and value in helping people dial into their own personal “why” and making a comprehensive game plan together for reaching their goals. Personal finance shouldn’t be intimidating, and having the knowledge to make confident financial decisions can change someone’s family tree and allow them to make a bigger impact on the community around them.
Community Engagement:
Adam has been a member of Northside Christian Church since 2004 and enjoys participating in their Serve Days and supporting causes such as Samaritan’s Purse.