- Graduate of the University of Florida (2007) and Santa Fe (Community) College (2005)
- Earned the Accredited Investment Fiduciary (AIF) title in November of 2017
- Registered representative of Fortune Financial Services, Inc. and investment advisor representative of Certified Advisory Corp
- Member of the Financial Planning Association
- Earned CFP Designation in August 2022
Adam was born and raised outside Cincinnati, Ohio but moved to Gainesville in August of 2003 to begin his college education at Santa Fe (Community) College in the fall of 2003. Adam later graduated from the University of Florida in 2007 with a degree in Economics. He joined the staff at Summerlin Financial Advisors, Inc. in May of 2013 and has enjoyed his time in the financial services industry ever since.
Adam currently handles the day to day operations of the firm as the business manager using his experience and AIF training to support the firm’s President on investment management for both of their books of business.
Adam has sat on the board of directors of the local Fellowship of Christian Athletes chapter and on the board of the Suwannee Officials Association. He has been married since 2007, and he and his wife both welcomed their first son in May of 2017.