Adam started at the firm as a Student Intern during the summer of 2024 and rejoined as a full-time member of the team in January 2025 as a Paraplanner. Adam primarily assists with tax planning and creating financial plans. As our newest hire, he has a passion for personal finance. Adam is eager to learn all aspects of wealth management and to build relationships with clients. He also assists with client service, investment research, client reporting, and administrative duties. 

Adam is the second Gator on the team, after John, graduating from the University of Florida in December 2024. Adam graduated with Honors and a 3.92 GPA, receiving a Bachelor’s in Business Administration with concentrations in Wealth Management and Accounting. While attending UF, Adam served as the Director of the Wealth Management Analyst Program and Vice President of the Money Skills Club. He also studied abroad for a semester at the Dublin Business School in Dublin, Ireland. Adam is currently studying for his Masters of Personal Financial Planning at Kansas State University.

Adam is a native Floridian, having grown up in Boca Raton, and now lives in downtown Orlando. In his spare time, he enjoys hiking, exercising, playing basketball and pickleball, and spending time with friends and family.