About

Adam started his career at 21 years of age, on September 1st, 2001 – just 10 days before the World Trade Center was attacked. As a result, he spent the first part of his career as a young, green financial advisor who looked like he was 16 years old, trying to convince people 3-times his age to trust him with their life savings, all during one of biggest market crashes in U.S. history.

Today, he runs a thriving, seven-figure financial advisory firm with a mission of “saving as many people as he can from bad financial advice” and helping other financial advisors do the same, assisting them in achieving their own definition of massive success, all while reigniting their excitement and passion for the financial services field.

Born in Northeastern Ohio, Adam moved to Columbus to attend college at The Ohio State University. After graduating, he married his best friend, Donna, in 2003 and they have two sons, Karston and Kamden. When he’s not being the best father and husband he can be, he’s playing sand volleyball on Thursday nights, enjoying a cocktail or a glass of wine by the fire outside in his back yard, or spending down-time with his family and closest friends. Finally, Adam is a Cleveland Browns season ticket holder, as well as an avid Buckeye Football fan and has been in attendance at more than 140 games since 1995.

Adam's Achievements

It all started with helping a friend who – at that point – I’d known for 14 years at the time. I had helped him (and many other financial advisors) over the years with various struggles, usually related to lack-of-growth, assistance with speaking engagements, or problems with client engagement and lead generation.

This time, however, he reached out because he was at the end of his rope, tired of stagnant growth, exhausted from the daily grind, and fed up with trying different tactics and strategies that simply weren’t working.

He asked if I would essentially open up my business and advise him on how we do what we do… everything from the second we walk in the front door to locking up and heading home for the day.

So, over the next 16 weeks (including 27 total hours of “Zoom” time), I taught him virtually everything we implemented in our practice, and by the end of that four-month period, he had already brought in $2.1M in new AUM, had another $1.8MM signed and on the way, all while generating a pipeline worth an additional $8.2MM.

Over the course of the following 12 months, and after more than 32 years in the business, he proceeded to forge his first year of significant production in more than a decade, setting a record for his practice, growing his AUM at 41% year-over-year.

So with all that being said, I’d always dreamt of starting a consulting firm for financial advisors at (or close to) retirement, purely as a means to stay busy after exiting my advisory practice, but after going through this process, it was clear to me that I had already built it – so why not start now?!