Joined Lido: 2024
Homebase: New Albany, OH
Professional Focus: Adam brings a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans.
Professional Designations: CERTIFIED FINANCIAL PLANNER® certification, Ohio Life, Accident and Health Insurance License
Education: B.A., Economics, The Ohio State University
Previous Work Highlights: Joined Shore Morgan Young in 2024, leading the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures.
Personal Facts: In his spare time, Adam enjoys spending time with his loved ones and pets, anything involving the outdoors, hunting and fishing, and is an avid road cyclist. Adam has served on the board of several professional organizations such as The New Albany Young Professionals organization and the Financial Planning Association of Central Ohio as the Government Relations Chair.
