Adam began his career in the financial services industry in 1998. His practice revolves around helping clients make smart choices about their money which allows them to spend time on more important things such as: family, spiritual life, hobbies and philanthropy.
Adam focuses on providing his clients with a comprehensive view of their financial picture. He offers fee-based financial plans* with step-by-step implementation strategies. His plans cover the following areas:
- Asset Management
- Risk Management and Asset Protection
- Debt Management
- Retirement Planning
- Estate Planning
Adam is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the following licenses with LPL Financial: Series 7 (General Securities), Series 65 (Uniform Investment Adviser Law), and Life and Health Insurance. He is a member of the Colorado Chapter of the Financial Planning Association.
A native of the wonderful state of North Carolina, Adam and his wife, Victoria, moved to Colorado in 2006. Together, with their son, Gavin, and daughter, Lydia, they enjoy every bit of what Colorado offers. They spend their time cycling, running, skiing, and hiking.
* Fee-based financial plans and Asset Management are offered through LPL Financial.
Financial Dynamics is a separate entity from LPL Financial.