For Adam, Wealth Management is about giving people the confidence to make life’s biggest financial decisions. This starts with listening and understanding a client’s finances along with their values, priorities, and long-term vision.

Throughout his career, Adam has worked with individuals and families to simplify complex financial decisions, develop tax-efficient strategies, and create personalized plans designed to help them achieve what matters most. As both a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, he combines comprehensive Wealth Planning with in-depth tax expertise, giving clients a well-rounded perspective on their financial lives.

His background in Accounting and Taxation have shaped his approach to Wealth Management, where he believes strong financial advice requires both a deep understanding of technical details and the ability to see how those details fit within the broader context of a client’s financial life.

Outside of the office, you can find Adam exploring new countries, searching for Houston’s next great restaurant, playing pickleball, and spending time with his fiancé, family, and friends. His curiosity and passion for lifelong learning continue to shape the way he serves clients, always looking for new ideas and better ways to help them reach their goals.

• B.S. in Accounting, Texas A&M University
• M.S. in Tax and Entrepreneurship, Texas A&M University
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER®