Financial Advisor
Technology Coordinator
Adam joined our practice in 2018. He is a Certified Financial Planner™ and holds SIE-Securities Industry Essentials; Series 7-General Securities Representative; NASAA (Series 66-Uniform Combined State Law Examination) licenses. Adam works closely with Kathy, assisting clients both during meetings and afterward, implementing financial plans and investment strategies.
He 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 Mandarin. Adam and his wife, Vivian, have two sons, Desmond and Lucian 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.
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.
