Meet Adam

As an independent financial consultant with over 10 years of experience, I help businesses and individuals work towards their goals, as well as create simplicity in their life by providing many solutions under one roof.

I am a proud graduate of the University of Iowa and have continued my education with industry designations, including Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®). Previously, I founded and developed a Human Resources/Staffing business in 2005, successfully grew to over 1,200 employees and sold it in 2010.

Having moved to Austin in 2007, I was captivated by the amazing people and culture in the city and set out to give back as much as I could to the community. Currently, I serve as the Past Chair of the Austin Young Chamber of Commerce which is the largest and fastest growing young professional organization in Central Texas. Additionally, am a board-member of the Greater Austin Chamber of Commerce. As a Leadership Austin Emerge graduate, I have been spurred to volunteer for a number of non-profit boards and their fundraising events (Ace Academy, YMBL, Cru Austin).

At home, I have a great family that inspires me to do my best work. My wife, Brooke and I met in college and were married soon after. We have two children, Oliver and Scarlett, and enjoy hiking on nature trails, traveling the country (trying to hit all 50 states with the kids before they graduate college), going to movies and catching live music. We support Autism-related charities and want to raise awareness of special needs challenges and how to transition these children to becoming well-adjusted adults.


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