How I got here:
After developing a love for financial analysis through a class in high school and helping my father make investment decisions for his portfolio, I decided to take a leap. I transitioned from a small agricultural town in the Fingerlakes to the mecca of finance in NYC. Upon graduation, I became licensed with a large life insurance company. I quickly realized the sales training, compensation model and culture wasn’t for me and my clients, so I took my talents to Rockbridge to make a difference in Central New York.
Favorite part of the job:
Collaborating with teammates in a supportive environment while providing thoughtful advice to good people is truly a satisfying experience. In my early career, I’ve developed great relationships in both a professional and personal manner, and it’s a fantastic feeling to be a trusted resource. From there, our recommendations provide a peace of mind.
Experience:
Adam graduated from St. John’s University (Queen’s, NY) with a BS in Finance and an Accounting minor. After graduation, he became licensed with a large life insurance company in New York City, but quickly realized the sales training, compensation model and culture wasn’t for him or his clients. He made the decision to head home to the Finger Lakes to pursue his passion for providing sound financial advice to families and businesses. Adam is currently a candidate for CFP® certification.
Education:
B.S. - Finance, Minor - Accounting - St. John’s University - Queens, NY Candidate for CFP® certification
Beneath the surface:
Adam lives in Dewitt, NY with his girlfriend Lindsey. Over the next few years, he plans to add a home and puppy to the portfolio. In his spare time, you’ll catch him enjoying the outdoors, whether that’s on the golf course, at the ballpark or trying a new local brew with friends.
