Adam is passionate about personal finance, investing, and helping clients achieve financial independence. Starting in the industry in 2016, he has worked as an analyst, paraplanner, and advisor at various financial planning and wealth management firms. His background has given him a unique appreciation for Albion’s fee-only approach. In his current role, he assists clients in understanding their financial situations and implements strategies to optimize their custom financial plans.
Outside of work, Adam and his wife enjoy spending time in the outdoors and are both passionate about fitness and wellness. Adam studied Business Management at Brigham Young University where he also competed on the Men’s Track and Field and Cross-Country teams. In addition, he has a love for Latin American cultures and is fluent in Spanish.