Client Advisory


Adam is a Senior Associate in the Cincinnati North office. In this role, he develops comprehensive wealth management plans for affluent individuals and executives while collaborating with accountants and estate attorneys to maximize clients’ potential for achieving their life goals.

Prior to joining Cerity Partners, Adam served as a Financial Advisor at ARGI Financial Group, where he provided extensive wealth management services for high-net-worth families and corporate executives.  Before his time at ARGI, he served as a Workplace Planning Consultant at Fidelity Investments providing comprehensive financial planning while maximizing employee benefits.


  • B.A. in Liberal Arts from Eastern Kentucky University
  • MBA in Finance from Northern Kentucky University
  • Certificate in Personal Financial Planning from Wake Forest University



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