Adam is a dedicated financial advisor with a passion for helping individuals achieve their short, medium, and long-term financial goals. A native of Kokomo, IN, and the youngest of four children, Adam developed a strong understanding of financial planning and fiscal responsibility early on. In 2007, he was an early graduate of the Kelley School of Business at Indiana University Bloomington, where he laid the foundation for his career in financial services.
Adam’s professional journey began with LaSalle St. Securities, LLC, an independent broker/dealer, where he quickly ascended the ranks due to his client-focused approach and commitment to providing unbiased financial advice. His deep knowledge and commitment to his clients are underscored by his Series 63, 65, and 7 licenses, which allow him to offer comprehensive financial solutions across a range of investment and advisory services.
Known for his personalized approach to financial planning, Adam takes pride in helping clients navigate their financial journeys, offering clear guidance for a range of financial goals. Whether advising on investments, retirement, or wealth management, his aim is to simplify the complex world of finance and empower clients to make informed decisions.
When he’s not working, Adam enjoys going to the gym, coaching his kids’ sports, traveling with his family, scuba diving, and snowboarding. He lives in Fishers, IN, with his wife, Sarah, and their two children, Olivia and Russell.