Adam prioritizes building relationships with clients first so he can better understand their unique goals and needs. Through proper discovery and research, he creates customized financial plans tailored to the specific client while managing risk and weighing potential tax consequences.
Prior to becoming an advisor at Smith Moore, Adam worked in management with over a decade of accounting and leadership experience. While only a small portion of his day was spent with clients, it was always the most rewarding part of his day. Now, Adam enjoys focusing 100% on clients and playing a part in helping them reach their long-term financial goals.
Adam obtained a BA in Economics with a minor in Business Administration from the University of Illinois. He and his wife, Molly, live in Effingham with their daughter, Luna, and dog, Sam Elliott. Adam enjoys spending time with family, traveling, playing golf, and attending Fighting Illini basketball games and Green Bay Packers games outside the office.