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 where he focused on holistic financial planning.

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.  Adam also studied financial planning at the American College and earned the Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP®) designations in 2016.

Adam is married to Kristin and they have a son, two daughters and a house full of rescued animals. He enjoys learning about health and fitness, traveling with his family, golf and soccer.  He is a big supporter of his wife’s animal rescue foundation, youth mentorship and Back2Back Ministries.