Adam joined the team in November 2006, adding significant experience and depth to the estate and insurance planning services offered by the group. He is a Chartered Financial Consultant, Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNER® professional, Certified in Long Term Care, and a Certified Divorce Financial Analyst (CDFA®).
In 2024, Adam earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals, and organizations of significant wealth, and his understanding of methods and resources necessary to support their expansive financial interests.
Adam’s areas of expertise include wealth management, charitable giving, and estate planning, as well as helping clients create and monitor comprehensive financial plans. He has significant experience working with medical professionals, corporate executives, and business owners. In 2019, Adam obtained his CDFA® designation specializing in assisting those dealing with the financial planning complications of divorce.
Adam is very involved in giving back to the industry of which he feels blessed to be a member. He currently serves on the Raymond James and Associates (RJA) Executive Council representing his peers in meetings with RJA management quarterly. He is a past member of the Raymond James Northern Division Advisory Board and the Longevity Advisory Board of Raymond James and Associates. He has presented at company conferences and is a member of the Raymond James Chairman’s Club, which is awarded to the company’s top advisors. He is a past president of the National Association of Insurance and Financial Advisors of Peoria and a current board member of the Estate Planning Council of Central Illinois. In 2024, Adam was named to the 2024 edition of the Forbes list of the Best-in-State Top Wealth Advisors.
Within the community, Adam prides himself on participating and giving back. He is a proud member and past president of the Rotary Club of Peoria North. Through Rotary, he participates in many community outreach projects, including the Elise Ford Allen Academy Reading program as well as the annual Tee it Up for Troops fundraiser for Veterans. From 2018 to 2021, 2023, and 2024, Adam served as Honorary Chair and Co- Chair of the CASAblanca Dancing with the local stars event. This event raises money for the Court Appointed Special Advocates (CASA) non-profit, which assists children in the foster care system by giving them a voice. In addition, he serves as an investment committee member for the Grand Lodge of Illinois.
Adam is a board member of the Carle Health Center for Philanthropy. The Center for Philanthropy supports the facilities and world-class care of Carle Health and assists families in times of medical need throughout Illinois.
Originally from Petersburg, Illinois, Adam graduated cum laude from Bradley University. He currently lives in Morton, Illinois, with his wife, Laura, and his five children, Ryan, Claire, Elle, Isabella, and Joshua. In his free time, he enjoys reading, travel, golf, working out, and spending time with family and friends.
The Forbes Best-In-State Wealth Advisors 2024 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 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 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 42,108 nominations, roughly 8,500 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. 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.