Louisville Office Staff

A Transylvania University graduate, Adam has been guiding clients toward financial confidence since 2002, building his practice through trusted relationships and client referrals that speak to his commitment to personalized service.

Beyond his financial expertise, Adam is deeply invested in his community. He serves on the Board of Junior Achievement of Kentuckiana, where he helps shape the financial literacy of tomorrow’s leaders, and is an active member of the Oldham County Chamber of Commerce.

Adam resides in Crestwood with his wife Samantha and their two children, Laney and Logan. When he’s not helping clients achieve their financial goals, you’ll find him on the golf course, playing music, cheering on the University of Louisville Cardinals, or enjoying quality time with his family.

For more than 25 years, I have helped individuals, families, and business owners build financial confidence, achieve independence, and create meaningful legacies. I began my career as a financial advisor in 1999, and every day since, my purpose has been to guide people through life’s financial decisions with clarity, compassion, and long-term vision.

My work is rooted in meaningful relationships — many of the clients I serve have become lifelong friends. I consider it a privilege to walk beside them through every milestone: from growth and retirement planning to charitable giving and legacy development. My greatest fulfillment comes from helping people not only reach their goals, but also feel secure, prepared, and empowered along the way.

Community involvement is an important part of my life and work. I partner with the Children’s Hospital Foundation to support families and children in need, while collaborating with donors who wish to leave charitable legacies that strengthen the future of our community. This work aligns with my belief that wealth is most powerful when it makes a lasting, positive impact.

I love what I do — and it’s an honor to help others live well, protect what matters most, and leave something meaningful behind.