About Me
Hi, I'm Adam! I've always had a passion for personal finance, but was frustrated by the industry that was mostly filled with salespeople focused on helping the rich get richer, while everyone else struggled. I've spent the last 20 years trying to pave a different path by providing accessible financial education to those in need. My clients are primarily millennials, Gen X, and FIRE enthusiasts trying to navigate that "messy middle" part of life with constant changes and major life events: buying a home, starting a family, trying to get out of debt, starting off as a DIY investor, or planning for early retirement. I can’t wait to learn more about your goals and help you create a plan to accomplish them!
Mission Statement
My mission is to make financial planning simple, transparent, and accessible for everyday people - not just the wealthy.
Why I Became an Advisor
I became a financial planner because I was frustrated with the old-school approach to “financial advice” - insurance sales disguised as planning, overpriced investment management, and a system built for the ultra-wealthy while everyday people were left without real guidance. I wanted to do things differently, providing transparent, fiduciary advice that helps people make smarter financial decisions without hidden agendas or sales pressure. Real financial planning should be accessible, practical, and focused on improving lives, not selling products.