Credentials & Awards
- CERTIFIED FINANCIAL PLANNER® Professional
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law Exam)
- New York Life, Health and Variable Insurance license
- Mechanical Engineering B.S. from Alfred University (Cum Laude)
- Business Administration B.S. from Alfred University (Cum Laude)
Adam resides in Spencerport with his wife Kristi, their active boys Gavin and Noah (twins), Landon and their dogs Luna and Ollie. Outside of work, you'll often find him coaching soccer or whichever sport the boys are playing for the season. In his free time, which is hard to come by these days, he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.