A native of the state of North Carolina, Adam was born in Pinehurst, graduated from UNC Charlotte and began his career in Winston-Salem. In 2006, he and his wife, Victoria, packed up and moved to Colorado. Together, with their children, Gavin and Lydia, they enjoy every bit of what Colorado offers. They are active members of Calvary Church in Golden. It’s also likely you’ll find them on a soccer pitch or at a gymnastics event.
Adam began his career in the financial services industry in 1998 helping non-profit employees enroll in their employer’s retirement plans. It didn’t take long for him to realize that retirement is just a piece of the “financial puzzle”. Since then, he has focused his practice in a holistic manner, helping clients make smart choices about their money. By doing so, his clients can spend their time on the more important things in life such as their spiritual life, family, philanthropy and hobbies.
Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®) and holds the following licenses: Series 7 (General Securities), and Series 65 (Uniform Investment Adviser Law) through LPL and Life, Health and Long-Term Care Insurance Licenses.