Adam has joined our team as lead paraplanner for Julie after spending over a decade in the financial industry through roles such as case support, cost accounting, and software integration. Adam has a vast knowledge of all the detailed aspects of the financial planning process and enjoys helping retirees plan their financial path.
Adam is originally from Alabama and attended the University of Alabama where he studied Financial Planning and Spanish and was a letterman collegiate swimmer. He and his wife, Ali Kate (Julie's daughter), have two boys and they are enjoying life in Powhatan. Adam enjoys reading history, swimming, and all things related to the great outdoors.