Adam was born and raised in Coastal Oregon. His wife Francesca is a Middle School Science teacher and his two daughters are the sixth generation Oregonians for his family. He earned a bachelor’s degree in business from Northwest Christian University. Adam started his financial career in banking and eventually found his place in the securities investment world in 2011.
As a founding partner of WM Wealth Advisors and a licensed investment professional, Adam holds the Financial Industry Regulatory Authority licenses 7, 63 and 65 and is registered through LPL Financial. He also holds life, health and long-term care insurance licenses through the state of Oregon.
Adam has a passion for being client focused and takes pride in knowing a great deal about his clients current and desired lifestyle. From that in-depth knowledge, he is able to tailor the investment strategy personally for each client.
Outside of the office, Adam is an avid outdoorsman and takes full advantage of what the Pacific Northwest has to offer. He is constantly being bested by his daughters regarding who caught the biggest fish.
