As a Financial Advisor, Adam helps business owners, professionals and retirees accomplish their personal financial goals through a convenient, interactive process that supports them with the resources required by their plan.

Away from the office, Adam cherishes his time with his wife and their 4 daughters. If you miss them at home together, then you’ll likely find them serving at the Community Church of Greenwood or participating in a local sporting event.

Adam feels fortunate to have the opportunity to do three things he finds fulfilling every day: coaching people, working in capital markets and celebrating the accomplishment of goals.

Adam has spent over 20 years as a financial advisor and earned a bachelor’s degree from Taylor University.

Adam is a past member and president of the Greenwood Rotary Club. In addition, he was formerly president of Central Nine Career Center board and a past board member of the Greenwood Community School Corporation and Greater Chamber of Commerce.