Adam has been working with Ric and the Bluestone Wealth Partners team for 13 years. Adam creates and implements personalized and comprehensive retirement, investment, risk management, and estate planning solutions. As the head of BWP's investment committee, Adam is responsible for creating customized portfolios to help meet each client's goals and objectives. Working closely with Ric, Adam specializes in working with corporate executives. He also enjoys working with young professionals focused on accumulating assets.
Before joining BWP, Adam graduated from the Fisher College of Business at The Ohio State University with a B.S. degree in business administration, specializing in finance. Adam is a CFA® Charterholder. While providing a strong foundation of real-world skills, this designation represents the highest ethical and professional standards in the investment industry. Adam has spoken at Lincoln Financial Advisor's “Fall Focus” planning conferences on advanced financial plan design and wealth management for executives and he is a licensed continuing education instructor in all 50 states for life/health insurance.
Adam is a coach in the Columbus chapter of Handshake America, a team of like-minded and successful professionals who mentor high school students by leveraging their mutual appreciation for the life lessons learned through participation in athletic competition. He also serves as the Alumni Advisor for the investment committee of the Columbus chapter of his business fraternity, Delta Sigma Pi. Adam also coaches youth sports.
Adam resides in Upper Arlington with his wife, Michelle and three sons, Connor, Evan and Peyton.