We work with individuals and businesses to help them protect and growth their wealth.
General Information |
Insurance License#: | 3000101943 |
States Licensed in: | MD, PA, MA |
Number of Years with Current Firm: | 3 |
I work with the following types of clients: | Individual Investors, Businesses |
Services |
Investment Types: | Annuities, Insurance, Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Options & Futures |
I can meet clients in the following ways: | At your office, At my office, Video Conference, At your home |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Health, Annuity, Disability, Accident, Long Term Care, Variable Life, Life, Variable Annuity |
Financial Organization Memberships: | Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA) |
Compliance |
Registered Investment Advisor: | Yes |
Registered Representative: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee-Based |
Compensation Methods: | Commissions, Based on Assets, Flat Fee |
AgriBusiness Management - Business / Economics |
The Pennsylvania State University - State College, PA
7/1/2009-5/1/2013 |
Adam is a Financial Planner who specializes in Retirement readiness. He is originally from Pennsylvania and studied Business Management at Penn State University where he met his wife. They both live in Baltimore county with their son Maxwell. Adam began working in the financial services industry to provide sound advice that can help people avoid the mistakes that his family made as he was a youth. He firmly believes that every financial decision that you make should be based on the outlook of your overall financial picture and not on just the benefits or drawbacks of a specific product. He is a Presidents Council member and is currently studying for his CFP.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |