If there was ever a person worth their weight in gold, it would be Adam. All things that run in the background and keep our practice on the leading edge are thanks to the work that he does behind the scenes.
Since 2015, Adam has helped our advisors to stay on top of all the industry leading products and strategies. He is our connection to anything up-and-coming.
Rest assured that if there is a question or a need that you may have, Adam has a tool that will work for you.