Adam serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Adam’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Adam brings more than 20 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he was the Director of Financial Planning at an independent investment firm where he served high net worth individuals and families. Adam was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Adam earned a Bachelor of Science degree focusing on personal financial planning from Kansas State University. Adam is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Adam and his wife, Kelly, have three sons – Caleb, Michael, and Matthew. In his spare time, he enjoys hiking, watching his sons play baseball or at band concerts, and spending time with family and friends.