President, Financial Advisor
With more than 16 years of financial planning and wealth management experience, Adam serves as Vice President of Convergence Financial and Financial Advisor, co-leading the firm’s growth and strategic initiatives while also personally servicing individual clients and their investment needs on a daily basis.
Adam graduated from Culver-Stockton college with a degree in Accounting and Finance in 2005. He currently holds FINRA Series 6, 7, 63 through LPL Financial and 65 securities registration through Convergence Financial, as well as life and health insurance licenses. In addition to being a licensed financial advisor in more than 10 states, Adam is a published author of his own wealth and financial planning book entitled The Strong Family Formula.
Outside of the office, Adam and his wife of 15 years, Erin, enjoy the chaos and fun of raising their three very active children, Sophie, Isaiah and Beau, running between baseball, football and playing pickleball together whenever they can. In addition to time with the family, Adam enjoys leading a children’s ministry class at The Crossing where he and his family attend church.