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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. 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.
♥Cincinnati Youth Collaborative, youth education and animal rescue
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
50 E-Business Way
Suite 120
Cincinnati, OH 45241
T: 513.530.9700
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
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