Regional Vice President
Adam has been in the financial services industry for over 15 years and takes pride in educating clients so they can be empowered to make positive financial decisions. He’s passionate about providing holistic fiduciary solutions to clients after seeing firsthand the conflicts that can arise within the industry. Adam earned a bachelor of business administration degree in economics and finance from Radford University, and he has the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant certifications. He lives in Wilmington, North Carolina, with his wife, two daughters, and their rescue dog and cat. Outside of work, Adam enjoys pickleball, golf, and spending time at the beach or pool with family.