Adam is a Founding Partner at Hilltop Private Wealth of Raymond James, where he helps successful families achieve and sustain financial independence. He works extensively with business owners, corporate executives, and affluent families nationwide, providing guidance through all stages of their financial journey.
With deep expertise in wealth management, charitable giving strategies, and estate planning, Adam also specializes in supporting privately held business owners before, during, and after major liquidity events. His commitment to professional excellence is reflected in his credentials: Chartered Financial Consultant, Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNER® professional, Certified in Long-Term Care, and Certified Divorce Financial Analyst®. In 2024, he earned Raymond James’ Private Wealth Advisor designation and was named to the Forbes Best-in-State Top Wealth Advisors list in both 2024 and 2025.
Adam is dedicated to giving back to the financial services profession. He has served on the Raymond James & Associates Executive Council, the Northern Division Advisory Board, and the RJA Longevity Advisory Board. He is a frequent conference presenter and a member of the Raymond James Chairman’s Club, an honor reserved for the firm’s top advisors. He is also active in professional associations, including the National Association of Insurance and Financial Advisors, and previously served on the board of the Estate Planning Council of Central Illinois.
Community involvement is equally important to Adam. A proud Rotarian, he has contributed to numerous local and global service initiatives. He has supported and fundraised for Court Appointed Special Advocates (CASA), advocating for children in the foster care system, and is a former board member of the Carle Health Center for Philanthropy.
In 2025, Adam and his family relocated to the Nashville, Tennessee area. While continuing to serve his Illinois clients, he is also expanding Hilltop Private Wealth’s presence in Tennessee and beyond. A cum laude graduate of Bradley University, Adam resides in Gallatin, TN, with his wife, Laura, and their five children—Ryan, Claire, Elle, Isabella, and Joshua. Outside of work, he enjoys reading, traveling, golfing, working out, and spending time with family and friends.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.