8823

Meet Adam

 

Adam’s main responsibility is to assist our team in the servicing of our clients. He works closely with Evan Topor and helps manage the day to day tasks involving our clients. He helps in the gathering of client information necessary to create financial plans and conduct reviews, as well as keeps track of any follow up items coming from communications with our clients. Adam takes great pride in providing top notch service and quick responses for our clients.

Adam entered the industry at Northwestern Mutual right after high school where he received his license in insurance and investments and obtained his RICP designation. He graduated from Oakland University in 2019 with a major in Actuarial Science and minors in Mathematics and Finance. During his undergraduate studies and work experience, he realized that his passion lied in helping people work through complex technical issues within their own unique situation.

Adam enjoys spending time with his family and friends, especially boating, golfing, and playing cards.

 

 

Favorite food:

Lobster Ravioli

Favorite quote:

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

Favorite movie:

The Big Short

What motivates you:

Becoming the best version of myself that I can be

Favorite holiday:

Easter

Something on your bucket list:

Visit all 50 states