Adam began his career with CG Financial Services in 2000 and specializes in working with individuals preparing for retirement, with an eye towards maximizing wealth creation, tax savings strategies and mitigating risk. He also has extensive experience working with businesses, non-profit and governmental organizations on designing, implementing and maintaining retirement and employer benefits programs.
Adam holds Series 63 (Uniform Securities Agent State Law) securities registration and Life, Accident and Health licenses. He has earned Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®) designations. He received his bachelor’s degree in finance with a concentration in personal financial planning from Central Michigan University.
He enjoys golf, hockey, hunting, racquetball, fishing, and spending time with his family.