Adam started his career at Northwestern Mutual Investment Services, later joining UBS and holding different positions at the firm throughout the West Coast. He spent time with the firm's municipal bond trading desk during the heart of the "Credit Crunch," and was a resource at the firm's "Regional Consulting Center," with the task of helping financial advisors better serve clientele. After moving back to Seattle, the bulk of his efforts are focused on selectively working with clients to grow, preserve and distribute wealth. In acknowledgement for his accomplishments, Adam was recognized by the firm through an inaugural class of "20 Under 40."

Adam lives near downtown Kirkland with his wife and two boys.  Outside of the office Adam enjoys both hosting family and friends and working in his yard and on his home. 

• Seattle Pacific University
• Business Administration Major
• Concentrations in Finance and Marketing

AK, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MI, MN, NJ, NM, OK, OR, TN, TX, WA