Adam serves individuals and families as a Senior Planner where he specializes in providing integrated investment advisory services and tax, retirement, estate, and other general planning services. He is a member of the firm’s investment committee.

Adam is a Certified Financial Planner practitioner (CFP®), a licensed Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA). He holds a bachelor’s degree in Finance with second major in accounting from Virginia Tech.

When Adam is away from the office he enjoys spending time with his family, golfing, boating, community service activities, traveling and is an avid Jacksonville Jaguar fan.