Adam is a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years in the investment and financial services industry. He joined the DMV based team at Commonwealth Financial Network® in April 2023 and holds more than $215 Million in assets under advisement.* As an Investment Adviser Representative of Commonwealth, Adam is driven by helping others achieve financial comfort according to their own risk style.
Adam started his career at GE Financial and then became a Regional Vice President with Jackson from 2007 – 2023. He is happily married to his husband Russ, and they have a rescue dog named Harvey. Adam participates in causes related to LGBTQ, special-needs, entrepreneurship, and enjoys hobbies such as horseback-riding, swimming, working out, paddle-boarding, and being around family and friends.
Adam holds FINRA Series 7, 63, 65, 26 securities registrations and is an investment adviser representative and a registered representative of Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. In addition, he has been designated a Chartered Retirement Plans Specialist (CRPS®) from the College for Financial Planning and holds his Certified Funds Specialist (CFS) from the Institute of Business and Finance. He holds life and health insurance licenses and graduated from Mary Washington University.
*as of 9.19.2025