Securities Licensure (SIE-Securities Industry Essentials; Series 7-General Securities Representative); NASAA Licensure (Series 66-Uniform Combined State Law Examination)
Adam is our newest team member having joined our practice in 2018. Like Laura, he is licensed as a financial advisor. Adam works closely with Kathy, assisting clients both during meetings and afterward, implementing financial plans and investment strategies.
Adam also oversees our office technology and works on various special projects to keep our office current.
Adam is from Reston, Virginia and graduated from Virginia Commonwealth University. His field of study was history with a concentration in Asian studies. He moved to Harrisonburg to join our practice after having lived in Taipei, Taiwan for 10 years where he taught English language and cultural assimilation; he speaks fluent Mandarin.
Adam and his wife, Vivian, have a 4-year old son, Desmond, and enjoy living in the historic district of downtown Harrisonburg. Adam is an accomplished drummer, having adopted a love for music at a very early age.