About Adam
As an associate wealth advisor, Adam helps clients reach their personal and wealth goals by creating well-thought out, ever-evolving financial plans. By understanding an individual’s hopes, objectives and concerns, he is able to implement personalized strategies for each unique situation.
Adam grew his interest in financial planning when he participated in the investment club at his high school in Chicago. In these early moments, it helped him to realize that he found great pleasure not only being involved with the markets, but also helping others understand more about the world of finance.
In 2019, Adam received a bachelor's degree in finance from the University of Iowa. Prior to joining our team in 2023, he held roles in accounting and worked as a trader for Polaris Wealth Advisory Group.
Currently, Adam resides in Cedar Rapids with his wife Sage, dog Stella and cat Bella. He enjoys playing the guitar and other instruments, golfing and spending time with his family and friends.
As an associate wealth advisor, Adam helps clients reach their personal and wealth goals by creating well-thought out, ever-evolving financial plans. By understanding an individual’s hopes, objectives and concerns, he is able to implement personalized strategies for each unique situation.
Adam grew his interest in financial planning when he participated in the investment club at his high school in Chicago. In these early moments, it helped him to realize that he found great pleasure not only being involved with the markets, but also helping others understand more about the world of finance.
In 2019, Adam received a bachelor's degree in finance from the University of Iowa. Prior to joining our team in 2023, he held roles in accounting and worked as a trader for Polaris Wealth Advisory Group.
Currently, Adam resides in Cedar Rapids with his wife Sage, dog Stella and cat Bella. He enjoys playing the guitar and other instruments, golfing and spending time with his family and friends.