Certified Financial Planner™, Managing Principal
As the firm’s Managing Principal, Adam oversees the financial services practice with five financial planners and $480 million under advisement. He sets the strategic vision for the corporation to accomplish our mission of running an excellent financial services firm that supports its customers, employees, and the community. He also integrates best financial planning and coaching practices to help customers achieve their financial goals.
Adam’s specialty is retirement income planning and taking a family’s portfolio and integrating it with Social Security and pensions to provide an income stream in retirement. He is a Retirement Income Certified Professional and is Certified in Long Term Care. Combined with his training as a CERTIFIED FINANCIAL PLANNER™ professional, he is able to provide holistic advice. He has been trained in coaching through the U.S. Navy and Dale Carnegie and combines his quantitative analysis with people skills to effectively communicate with clients.
Adam has had a very colorful professional background including working as a project manager and serving in the U.S. Navy as a Nuclear Engineer where he was the leader of 20 other nuclear trained operators. No matter what his position, though, he was always driven to succeed and learn more about the individuals he served. Today, he uses this experience serve his clients and constantly provide them value. He is a strong believer in personal and professional development and can usually be found with his nose in a good self-improvement or research book. He also loves doing research within his industry and learning more about leadership, communication, and understanding human motivation and psychology.
He also loves to work out, play sports, and help out at his church and support many local charities in Harford County.