Adam has spent his entire career in client portfolio management and financial planning, with 20 years of experience in the financial services field. Prior to joining Prosperity, Adam led equity and derivative trading teams and specialized in constructing high net worth portfolios with a unique equity and derivative approach.
Adam seeks to understand the unique needs of each client while partnering with them to craft a comprehensive financial plan for current needs and future goals, whether looking forward to or living in retirement. He also helps his clients balance the emotional response felt during difficult markets.
Adam studied telecommunications at Ball State University, earning a bachelor’s degree.
Adam is married to Megan and the couple has two teenage sons, Kamden and Lochlan. The family enjoys watching movies and taking fun-filled vacations to unique spots. Both boys – and dad - stay busy with football, baseball, and basketball. Adam enjoys volunteering and coaching his sons’ sports teams through Carmel Dads’ Club and watching them play for Carmel Clay Schools. Adam’s additional pastimes include ice skating, cooking, and working on cars with his boys. He is a native Hoosier and Colts fan, though his is a house divided due to family in Chicago Bears and Jacksonville Jaguars territory.
Fun fact: Adam appeared in several local TV commercials and also represented Bryant Heating and Cooling as "Bryantman" at Pacers games.
Office Location: Carmel, IN