Plan – Partner – Prosper
PROFESSIONAL APPROACH
As a wealth management advisor, Adam helps clients identify what matters most to them and create a financial action plan that supports their vision of success. By gaining an understanding of the person and purpose behind the plan, he becomes their financial advocate, overseeing the big picture and facilitating details that support their holistic well-being. More than anything else, Adam’s clients trust him and the Heritage team because of who they are as people. He knows that meaningful wealth management is about much more than numbers, and he believes his and his team members’ combination of high character, experience, and technical acumen are what give clients the confidence to entrust them with their wealth, their families, and their futures. With a high level of empathy, he helps people define who they are and what they want out of life before moving forward with financial solutions. As such, he’s adept at serving a variety of clients and is especially passionate about working with individuals in the healthcare industry and those experiencing major life changes.
As he works with clients, his goal is to remove the worry and angst of life, giving them assurance that, as they focus on what matters to them, he’ll be there, making sure their finances are supporting a strong future and meaningful present. Adam’s objective for his clients is the same as that for his own family—to make sure money is never the driving force behind their decisions. He believes life is about experiences, and he wants the people he serves to enjoy every moment of their journey as they prepare for the road ahead.
BACKGROUND & INDUSTRY INVOLVEMENT
Adam joined the financial industry in 2002 because it enabled him to experience people in a meaningful, truthful way. After sitting in on a meeting with his parents and their advisor, he realized this career could help him reach the heart of others. That day, he experienced his parents in a way he never had before; his father was open and vulnerable, as was his mother. It was a side he’d never seen of them before, and from that moment, their relationship grew stronger because he saw the purpose behind their actions. At 20 years old, he had believed he knew most everything about his parents, but he discovered there was more. And so, after earning his degree in finance and entrepreneurship from The University of Illinois Chicago, he relinquished his plan to attend law school and joined Northwestern Mutual—and he’s never looked back.
Since then, Adam has been named to Northwestern Mutual’s Forum every year since 2010, an honor reserved for the top advisors in the organization. In 2021, Adam was also recognized by Forbes as one of the top financial security professionals in the nation. He has earned the Chartered Life Underwriter® designation and has his Series 7, 6, and 63 registrations. He is also a member of the Institute for Divorce Financial Analysts (IDFA™).
PERSONAL FULFILLMENT
Adam married his high school sweetheart, Jodie, and they live in the northern suburbs of Chicago with their three children: daughters Allie (13) and Taylor (10) and their son, Jordan (8). They also have a bichon/poodle puppy named Snoopy that the whole family adores. Adam most loves spending time with his family, whether he’s coaching Jordan’s baseball team, coaching softball for Taylor, crafting with Allie, or just having fun with the whole crew in the backyard.
