CFP, CLU, TEPVice President and Estate Planning Specialist
Envision, Create and Preserve—Wealth Planning Designed For You
Having the ability to apply innovative wealth solutions, Adam helps each client protect what is most valuable to them. As a father of two young children his philosophy when working with clients stems from his dedication to his own family. He understands that the cost to safeguard yourself, your loved ones and your legacy is insignificant when faced with the alternative – inaction.
For nearly 20 years Adam has focused on providing personal and corporate insurance solutions. He has obtained the Certified Financial Planner, Chartered Life Underwriter and Trust and Estate Practitioner designations ensuring his expertise aligns with advanced financial and wealth management planning.
Today, Adam utilizes his experience to create strategic solutions that leverage the tax and financial advantages of life and living benefits insurance products.