Based in the Knoxville office, Adam is a Chartered Financial Analyst® (CFA) and Retirement Plans Associate (RPA) offering full-range financial services to his clients. He enjoys educating clients about options to remove any trepidation regarding financial planning.
Adam earned a Bachelor of Science in finance from Wake Forest University. He serves on the CFA Society of East Tennessee board as treasurer.
Along with his wife, Mara, he enjoys cheering for the Steelers and Vols, learning history and discovering new pizza places.