Designations and Licenses

Adam is a CERTIFIED FINANCIAL PLANNING^™ professional.

Experience and Education

Adam provides personalized financial solutions based on each client’s specific needs and objectives. He also assists with opening, maintaining and reporting on client accounts. He started at Mariner in June 2015 as a client service associate, then became an associate wealth advisor and is currently a senior wealth advisor.

He has a bachelor’s degree in economics and business administration from Ottawa University. He is a member of the Financial Planners Association.

Personal Interests

Adam is a Kansas Jayhawks fan and enjoys running, weightlifting and traveling.