Chartered Financial Analyst, 2016, CERTIFIED FINANCIAL PLANNER®, 2019; Bachelor of Science in Supply Chain and Information Systems, The Pennsylvania State University; Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business, Beta Gamma Sigma

Adam lives in Upper St. Clair with his wife and two children. He walks to work most days listening to the latest podcasts on retirement and financial planning. An avid learner, he loves that being a financial planner allows him to become a little wiser everyday and help clients proactively manage their financial plans and reach their goals. It’s why he became a financial adviser.