Experience and Education
Adam and the wealth team he supports provide customized planning by identifying and providing wealth management solutions based on a client’s specific needs and objectives.
Prior to joining Mariner Wealth Advisors, he was an advisor support specialist at eMoney Advisors. He trained advisors on how to use financial planning software, built complex financial plans, and provided software support. Prior to that, he was a client service specialist at Pure Financial Advisors.
Adam holds a bachelor’s degree in economics from San Diego State University.
Adam enjoys basketball, surfing and golfing. He is a fan of the Pittsburgh Steelers.