Adam joined Bridgeworth in 2021, bringing to the team 12 years of industry experience in financial planning and wealth management.  His desire to provide outstanding fiduciary service to clients is what attracted him to the Bridgeworth culture.

In his current role, Adam analyzes a wide variety of planning situations presented by clients.  Adam is also involved in meeting preparation, data gathering, and follow-up actions.  These tasks help guide firm clients and support them in reaching their financial and life goals.

Adam and his wife, Ashley, enjoy being active outdoors, taking beach trips, playing games, and having Disney movie nights with their three children.  In his spare time, Adam enjoys fly fishing, ultra-running, and woodworking.