Adam provides personalized financial guidance to individuals and families, helping them navigate complex financial matters with confidence. He is passionate about serving multigenerational families, widowed and divorced women and business owners, delivering tailored advice on investments, insurance, retirement planning and other financial concerns.

Through his highly personalized approach, Adam helps his clients achieve financial stability and growth by assessing their unique needs, goals and risk tolerance. He offers experienced investment advice, timely market insights and a comprehensive approach to wealth planning, helping to ensure that each client receives relevant and effective guidance.

As a managing director and private wealth financial advisor at RBC Wealth Management since 2025, Adam is backed by the firm’s extensive resources and experience. He is part of a seasoned team, bringing over 60 years of combined wealth management experience to his clients. Adam’s commitment to understanding each client’s distinct situation and goals enables him to provide individualized attention and strategic wealth planning, setting him apart in the marketplace.

With a career spanning over 15 years in the financial services industry, Adam has established himself as a dedicated professional with a passion for helping individuals achieve their financial goals. He began his journey in 2008 and has since worked with prominent firms, including Raymond James & Associates and UBS Financial Services, where he held the position of senior vice president of wealth management.

Adam holds a Bachelor of Arts degree in finance from Michigan State University and passed the Series 7 and 66 exams. His primary goal when working with clients is to empower them with the knowledge and tools necessary to have confidence in their financial future.

Outside of the office, Adam enjoys spending time with his family, including his wife, Cindy, and their two daughters, Charlotte and Lillian. He is an avid golfer and member at Edgewood Country Club and also enjoys boating and relaxing at the family’s cottage in Traverse City, Michigan.