Professionally, after working in the group benefits field for 4 years, Adam transitioned to finance starting with LPL Financial in 2009. 13 years later, he continues to work for the same firm, and is now co-managing a book of approximately $200 million in assets. In addition to managing his client’s assets, Adam is on the management team assisting 30+ advisors build their asset book and client relationships. Since joining the management group of Independent Advisor Group, he has helped with onboarding multiple advisors and bank programs, helping the program grow to over $1.8 billion in assets.
Adam is a past recipient of the Delaware County Chamber of Commerce’s Young Professional of the Year Award. He is currently serving a two-year term as the chair of the Young Professionals Committee for the same chamber. With his transition to more of a leadership role in his organization, Adam has attended various leadership trainings including one with the Entrepreneurial Organization (EO), a worldwide networking and business building organization for small to mid-sized companies. He is the past finance chair for the non-profit J. Lewis Crozer Library, the last privately run library in the Delaware County area. During his tenure at the library, while close to closure of the library, Adam assisted with the proposal and implementation of a tax referendum. This allowed for a portion of the residents real estate tax go directly to the benefit of the library, keep it open, and continue to serve the local community in the city of Chester.
Adam is lifelong resident of Pennsylvania. He is a 2007 graduate of Widener University with a Bachelor’s of Science in Business Administration. Currently, Adam and his wife, Sami, live in the suburbs of Philadelphia where they raise their two sons, Jameson and Bryson. When not working, engaging in the local chamber of commerce, or volunteering for non-profits, Adam coaches his sons in both baseball and football.
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