Adam is responsible for developing comprehensive wealth planning and investment strategies designed to help physician clients achieve their financial goals. He is a member of the DBR & CO Investment Committee. Adam has nearly two decades of experience specializing in building financial planning strategies and providing a unique client experience centered on simplifying complex financial situations. Adam works collaboratively with clients to develop holistic approaches for managing their wealth, incorporating strategies across asset protection, tax and estate planning, cash flow analysis, retirement planning, insurance analysis, and education planning into his process.
Prior to joining DBR, Adam led a Corporate Actions investment operations team at the Bank of New York Mellon.
A former Division I basketball player, Adam remains physically active in various athletic activities. Additionally, he is an active member of his church. He most enjoys spending time with his wife, Thea, and their three sons: Luc, Jackson, and Kyler.
Adam holds a Bachelor of Science in Business Administration and a Master’s in Business Administration from Duquesne University. In addition, he holds the Chartered Financial Analyst®, Certified Plan Fiduciary Advisor®, and Accredited Investment Fiduciary® designations.