Since 2008, Adam has developed his practice to focus on working with families, individuals, and small business owners seeking to achieve their financial goals through retirement, investment, and insurance planning. He takes clients through a process to help develop strategies for protecting and growing their wealth. In addition, he works with businesses to help them implement cost-effective employee benefit programs.
Adam is a graduate of Millersville University with a degree in Business Finance and has obtained his CFP® certification.
In his spare time, he enjoys being with his family, working out, and playing sports. He lives in Quarryville, PA with his wife, Abby and their children, Savannah and Carter.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.