Adam is an Ohio native who moved to Arizona in 2005. He is a partner in this comprehensive practice that offers general financial planning and insurance services. He is a investment adviser representative and offers professionally managed investment alternatives, primarily using asset allocation and financial planning methodology. Adam has been affiliated with Paradise Financial Partners and Raymond James Financial since 2016.
Prior to his career in financial services, Adam spent 14 years in law enforcement. He is well-versed with retirement options for police, fire and other local, county and state employees. He works with individuals, families, retirees and small business owners. He works to provide well-researched options regarding investments, savings, college, retirement and insurance strategies.
Adam received his degree in criminal justice from Central Ohio Technical College. He is an investment advisor representative with Series 7, 63, 65, 9 and 10 licenses. Additionally, he holds life and health insurance licenses in multiple states.