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®).
Adam works closely with clients to help develop, implement, and review comprehensive financial plans and specializes in retirement income strategies, insurance planning, qualified plans and estate planning.
Adam’s areas of expertise include insurance and estate planning, as well as helping clients create a consistent “paycheck” from their retirement savings. 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 Executive Council. 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.
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 and for 2023, 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.