Personal
Adam resides in New Jersey with his wife, Kelly, and their two sons. He finds pleasure in sports, Peloton, poker, and spending quality time with his family and Dill, their beagle mix!
Professional
I have been a Financial Representative at Northwestern Mutual since 2011. Since then, I have assisted individuals, families, and businesses in safeguarding their loved ones and growing their hard-earned assets. Many of my clients hold senior positions in the financial industry, but even those who have achieved considerable success in finance require help. I collaborate with a team of experts to develop custom solutions for clients to help them reach their financial security objectives.
No matter one’s professional industry, few people can disregard financial security as a life goal. Whether you require guidance with risk management, wealth accumulation, retirement planning, estate/trust considerations, or business needs analysis, I am confident that my team can develop a personalized financial strategy that will enable you to achieve your financial aspirations and live the life you desire.
Expertise
Representing Northwestern Mutual since 2011.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
