As a Planning Associate, Adam plays an integral role in supporting the advisory team by helping deliver thoughtful, high-quality service to clients. Responsibilities span from preparing for meetings and assisting with the onboarding of new assets to drafting Investment Policy Statements and maintaining communication with clients and their professional contacts.
Frequently involved in client meetings, Adam helps ensure that follow-up actions are handled with accuracy and care. In addition to logistical support, he contributes to the development of comprehensive financial plans, gathers relevant and timely information from clients, and stays current on planning strategies and changes in tax law.
What do you value most in your client relationships?
What I value most in client relationships is the opportunity to get to know people on a personal level. Every client has a unique story, set of priorities, and vision for the future. I enjoy learning what matters most to them, understanding their goals and aspirations, and helping support a plan that aligns with what they want for themselves and their families.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning began with a natural curiosity about personal finance and how thoughtful planning can create greater confidence and clarity in people’s lives. As I learned more about the field, I was drawn to the opportunity to combine technical knowledge with meaningful service. What fuels me every day is the ability to help others make informed decisions, work toward their goals, and feel more secure about their financial future.
When you retire you’re going to…?
When I retire, I would like to travel as much as possible, explore different parts of the world, and learn about other cultures. I would especially like to visit the Seven Wonders of the World. I also hope to spend meaningful time with family and friends, creating memories and enjoying the relationships that matter most to me.
Where did you grow up? Where do you live now?
I am originally from the Metro Detroit area in Michigan, and I currently live in South Orange, New Jersey.
Seton Hall University,
Bachelor of Business Administration, Finance and Wealth Management
