Adam helps real estate investors and business owners grow their wealth
in smart, tax-efficient ways—without putting their liquidity or long-term
security at risk. As a real estate investor himself, Adam knows how
important it is to have a clear, intentional plan for how your money is
working alongside your business. He focuses on strategies that build taxfree assets, keep money accessible when needed, and create reliable,
tax-free income for retirement.
To expand his expertise, Adam attended the Yale School of Management
in 2023 and 2024 and earned the Certified Private Wealth Advisor®
(CPWA®) designation—giving him advanced tools to help high-networth individuals and families manage their wealth more effectively.
Adam’s commitment to managing downside risk and maximizing
retirement income is personal. His parents were forced to delay their
retirement after suffering market losses during the 2008 recession—a life
event that shaped his mission to help others avoid similar setbacks and
secure their financial future.
Before transitioning to financial services in 2018, Adam served 16 years
as a police officer. He developed grant proposals, trained other officers,
and worked in critical roles like hostage negotiator, driving instructor,
and Crisis Intervention Team officer. These experiences sharpened his
ability to listen, assess complex situations, develop creative solutions,
and communicate effectively—skills he now uses to deliver thoughtful,
personalized financial advice.
Adam lives in Kansas City, Kansas with his wife and daughter. Outside of
work, he enjoys fishing, mountain hiking, and exploring new destinations
with his family.
