As Wealth Advisor, Adam works with clients to develop, implement and monitor tailored financial and legacy planning. He enjoys building relationships with his clients and helping them to learn and understand their financial goals.
Prior to joining JFS Wealth Advisors, Adam worked as Assistant Vice President and Estate Settlement Advisor with PNC Private Bank where he served as the main point of contact for all parties through the estate settlement process. Adam earned a B.S.B.A in Marketing from Robert Morris University (PA) and a J.D from Elon University School of Law (NC). In 2022 he completed an LL.M, in Taxation from Villanova University (PA).
An active member within his community, Adam serves on the Board of the West Shore Young Professionals and the Estate Planning Council of Central PA and is a member of the Mechanicsburg North Rotary Club. He enjoys traveling, spending time with family and friends, and working towards his fitness goals.