CFP®, CIMA®
Lead Advisor / Financial Advisor / Member Owner
The most enjoyable part of my job is learning from our clients – how they got to where they are in life, what’s important to them, and how their goals have changed. Not only does this help us develop a unique roadmap for financial success, it also helps me gain new insights on different areas of my life.
Adam is a lead and financial advisor in Savant’s Downers Grove, IL office. He has a membership interest in Savant.
Adam specializes in helping successful professionals and doctors create their unique path to financial independence. As CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® (CIMA®), Adam is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Adam has been involved in the financial services industry since 2008 when he joined D3 Financial Counselors and was co-owner of D3 from 2015 until it joined with Savant in 2018.
In 2019 Adam was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. He frequently speaks to medical students, residents, and fellows at both the University of Illinois at Chicago and the University of Chicago.
Adam earned a bachelor of science degree in business with a concentration in finance from Eastern Illinois University.
Adam and his wife Amanda have two daughters, Addison and April. He likes to stay active by biking, running, skiing, and playing disc golf. He also enjoys the sports, music, and food culture that Chicago has to offer. His favorite hobby is cooking, and he likes to spend time experimenting in the kitchen.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers https://www.investmentnews.com/section/awards-and-recognition/40-under-40. Savant did not pay a fee to be included on any such ranking. After the award was received, Savant purchased four framed awards commemorating the achievement. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.