Envisioning your complete financial picture.
With over 15 years in the financial services industry as an independent financial advisor, Adam understands that comprehensive financial planning is more than just picking the right investments. Rather, Adam takes into careful consideration each client’s entire financial picture with every recommendation he makes.
Adam’s expertise in wealth management, his credentials in accounting and insurance, and his knowledge of proper estate planning tools and techniques makes him an invaluable resource. Thoroughly exploring the tax consequences of each investment is a guiding principal of each recommendation. Mitigating risk and implementing the appropriate insurance solutions is a crucial part of the mix. And guidance on proper estate planning is consistently provided. Adam genuinely believes these components, and more are crucial elements of every comprehensive financial strategy.
Adam graduated from Culver-Stockton college with a degree in Accounting and Finance. He is a licensed financial advisor in addition to being a licensed life and health insurance agent. He is also the author of his own wealth and financial planning book entitled “The Strong Family Formula”.
But of all his accomplishments and achievements, he is most proud of his loving wife Erin and the three beautiful and active children they are raising together.