Adam earned his Bachelor of Science in Financial Planning from Salisbury University, graduating in 2026. He began his career in the financial services industry as an intern and has since gained nearly three years of experience supporting advisors as they help clients work toward their financial goals.
As an Investment Coordinator, Adam works closely with the advisory team to support the investment management process, conduct research, and assist with implementing financial planning and investment strategies. He is passionate about the technical and analytical side of financial planning and is dedicated to helping the team deliver thoughtful, personalized solutions for every client.
Originally coming to Salisbury University as a member of the swim team, Adam has made the Eastern Shore his home. Outside of the office, he enjoys fishing, playing tennis, snowboarding, and competing in triathlons.