CLIENT SERVICES SPECIALIST
Get to Know Adam
As the Client Operations Specialist, Adam handles client requests and the preparation for our client reviews. Adam handles outstanding client requests to make sure they are taken care of in a timely matter. He also assists with the day-to-day operations in our administrative office.
Adam graduated from Southern Illinois University Edwardsville in 2017 with a degree in Business Administration. He holds his FINRA Series 7 and 63 licenses. Adam started his career in finance immediately upon graduating, working as a broker at a large brokerage firm in St. Louis, Missouri.
In his free time, Adam enjoys outdoor activities, such as hiking, running, and playing with his dog.
Learn More About Adam
Where are you originally from?
I was born in Lafayette, Indiana, but I moved quite a bit throughout childhood.
What are you most proud of?
I am most proud of passing the Series 7 exam and becoming a registered broker.
What is your favorite holiday?
My favorite holiday is Thanksgiving because I get to see my family and eat a lot of food.
What is your favorite quote?
“A man is not finished when he is defeated. He is finished when he quits.”
I have a passion for building computers.
Best piece of financial advice you’ve ever received?
“Invest in as much of yourself as you can. You are your own biggest asset by far"
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