About
After a successful fifteen year career in Corporate Finance for a large tech company, Adam decided to follow his lifelong interest in personal finance and become a financial advisor. He is passionate about helping others achieve financial independence and live their life to the fullest.
Adam is an east coast native and earned his bachelor’s degree from Pennsylvania State University in 2004 and his MBA in Finance from Villanova University in 2011. Adam is currently working towards his Certified Financial Planner designation.
When not in the office, Adam enjoys exploring the outdoors with his fiancé Amy and their dog, Ranger. A typical weekend likely includes a house project, hiking or skiing, and visiting craft breweries. He is also an avid reader and traveler.