Adam began his wealth management career in 2018 with Hefren-Tillotson as a member of their Financial Planning Department. He drafted and reviewed hundreds of financial plans utilizing the MASTERPLAN® Process, taking into consideration all aspects of a family's financial situation. During this time Adam earned his Certified Financial Planner, CFP® designation and his Chartered Financial Analyst, CFA® designation.
He joined Baird as a result of the 2022 merger with Hefren-Tillotson. He then partnered with Ben Montgomery and Joe Grunwald, combining their financial planning expertise and desire to build long-lasting relationships with clients. Together, Ben, Joe, and Adam tailor plans specifically for each client that focus on retirement, tax, and estate planning.
Adam received his Bachelor of Science degree in Finance from Saint Vincent College, where he graduated summa cum laude and earned the Award for Academic Excellence in his respective major.
He and his wife, Sarah, reside in the North Hills with their daughter, Sophie, and chocolate lab, Milly. In his spare time, Adam enjoys spending time with his family, playing golf, and long walks with the dog.