Who We Are

Adam was born and raised in Cincinnati. In 2007, he graduated from Northern Kentucky University with a degree in Corporate Finance. After finishing an investment banking graduate internship in London, he returned to Cincinnati to work in commercial banking at Fifth Third. Adam began his career in financial planning in 2011 with Northwestern Mutual. He earned the right to use the CFP® mark in 2014 and also his Certified Financial Therapist – 1™ in 2021, which helps clients understand their relationship with money and how it impacts their finances. He is passionate about changing the conversation with his clients on a behavioral level so they can live their best lives.

Adam, his wife Kristin, and their 3 kids relocated to Naples, Florida in Spring of 2021 to open/run the Wealthquest Naples office and live out one of their family’s dreams. They are extremely active with sports, the outdoor lifestyle and traveling. They enjoy any type of community involvement and are big supporters of Kristin’s animal rescue work, as well as Back2Back Ministries.