As a financial advisor with Quorum Private Wealth, Adam brings over a decade of experience in the technology sector prior to transitioning into wealth management.

Before joining Quorum, Adam was an advisor at Edward Jones, where he built a strong foundation in personalized financial planning and client relationships.

Adam has passed the CFP® exam and is currently completing the experience requirement for the designation. He focuses on helping clients bring organization and clarity to their financial lives, with an emphasis on simplifying complex decisions and building thoughtful, long-term strategies aligned with their goals. On the personal side, Adam grew up in the Seattle area (Go Hawks!) and now resides in Danville with his wife and two young children. A lifelong sports enthusiast, his weekends are now filled with his kids’ sports activities - and he wouldn’t have it any other way. In his free time, Adam enjoys staying active, coaching his kids’ teams, and connecting with friends.