CFP®, CIMA®
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 specializes in helping successful professionals and doctors create their unique path to financial independence. He 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.
Adam earned a bachelor of science degree in business with a concentration in finance from Eastern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® (CIMA®), and a member of the National Association of Personal Financial Advisors (NAPFA). 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 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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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