"After a decade of working with teachers and their families, I have a firm understanding of issues that are unique to them. I enjoy collaborating with my clients to develop strategies designed to enable them to accomplish their financial goals."
A graduate of Grove City College with a Bachelor of Science degree, Adam is a Registered Representative with Osaic Wealth. He holds FINRA Series 7 and Series 66 registrations and is licensed in Life and Health Insurance in the State of Maryland.
Adam is an active member of the Financial Planning Association and the Baltimore Estate Planning Council, staying engaged with industry developments and best practices to better serve his clients.
Adam lives in Ellicott City with his wife, Patti, and their sons, Connor and David. Outside of work, he enjoys golfing, traveling, and creating lasting memories with family and friends.
Adam is supported by the following knowledgeable professionals:
- Will Eisentraut, Client Relationship Manager
- Michelle Marvel, Associate Client Relationship Manager