Client Advisory

Biography

Adam is a Partner in the Louisville office, where he focuses on client relationships. He is responsible for providing guidance, counseling, and assistance with overall management of clients’ personal finances. Additionally, Adam leads a team of advisors to integrate all services and resources for the firm’s clients.

Prior to joining Cerity Partners, Adam served as a Financial Advisor at ARGI Financial Group. Before ARGI, he spent many years as a Caddy for the Louisville Country Club, where he received the Evans Scholarship from the Western Golf Association Evans Scholars Foundation.

In his free time, Adam enjoys playing golf, participating in tournaments and events, and spending time on and around the golf course with friends and clients. Hot yoga, volleyball, and running are all passions that keep him competitive, healthy, and able to spend time outdoors.

Education

  • B.S. in Business from Miami University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Participant of a running relay team that raises money and awareness for cancer research
  • Committee member for the National Kidney Foundation in Louisville

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.