The financial planning and investment advice Adam offers help him work diligently in pursuit of his clients’ goals, particularly their desire to retire comfortably and have an income stream to last a lifetime.
“Part of being thoughtful and approachable is having a positive attitude and a down-to-earth demeanor,” says Adam. “I believe this is what people want in a financial advisor.”
Adam joined our team in 2018 and moved with us to Raymond James in 2022. Earlier in his life, he worked in the banking industry and earned a Bachelor of Science in accounting and finance from Southern New Hampshire University.
Always willing to serve his community, Adam has volunteered with several charities throughout his career, including the Muskingum Valley Miracle League, The Salvation Army, United Way and Lace Up for Kids. He is a Third Degree Knight of Columbus Council 505 and a board member of the Genesis Foundation Pro-Am Committee and Catholic Social Services.
Adam is from Zanesville, where he lives with his wife, Michelle, and their two children. In his leisure time, he enjoys golfing and spending time with family and friends.
Raymond James is not affiliated with any of the companies mentioned.