Adam is a part of the Perkins Coie Trust Company and his team works with affluent clients throughout the country. They help their clients with comprehensive financial planning, wealth management, trust administration and estate settlement. He began his financial planning career at Northwestern Mutual in 2015; joining the firm after working in several management roles across different industries.
Adam currently teaches in Seattle, but he grew up in Ankeny, Iowa. He attended Ankeny High school, graduating at the top of his class. He completed his undergraduate education at the University of Northern Iowa where he earned degrees in Criminology and Sociology. He graduated Cum Laude along with University Honors with Distinction. Adam also attended Covenant Theological Seminary and holds a Master of Divinity degree. In addition to the CFP® designation, Adam has earned the ChFC® designation; his next plan is to work on his CTFA.
Adam and his wife Amelia enjoy exploring Seattle with their friends. Adam likes to read, write, golf, lift weights, and look at houses.
Adam is an adjunct faculty member at Bellevue College and a member of FPA of Puget Sound.