Designations and Licenses

Adam is a Certified Public Accountant.

Experience and Education

As director of tax, Adam provides tailored and strategic tax services to senior executives, high-net-worth individuals and their families, along with closely held entities.

He has more than two decades of tax and management experience. Prior to joining the firm, he led the tax department for a large family office, where he was responsible for tax planning and compliance. While serving in that role, he implemented a state income tax strategy that generated tax savings of more than $4 million across all family entities. His previous experience also includes 10 years serving as a public accountant with Arthur Andersen and other Tulsa firms.

Adam has a bachelor’s degree in business administration from the University of Oklahoma. Adam is a member of the American Institute of Certified Public Accountants (AICPA) and the Oklahoma Society of CPAs.