Financial Life Advisor
As the son of a banker and a social worker, Adam came to realize that his life’s goal is to help others reach their financial goals.
Adam has been a member of the Telemus team since 2015. As a Financial Life Advisor, Adam helps his clients by providing strategy and financial guidance. He uses a holistic planning approach while working with a diverse set of clientele.
After graduating from the University of Michigan – Dearborn with a degree in Business Management, Adam spent 8 years at Raymond James & Associate where he mastered account transfers, client support, and provided financial advice to clients.
In his spare time, Adam enjoys cooking and visiting new places. When he’s at home in the Detroit area, Adam can usually be found in an ice rink or on the golf course.
Email Address: firstname.lastname@example.org