As a trusted advisor, Adam helps clients manage every part of their life that involves a dollar sign: investment portfolios, tax strategies, retirement planning, estate planning, education planning, and insurance decisions. He brings a truly comprehensive approach to this process, knowing that a ...more

As a trusted advisor, Adam helps clients manage every part of their life that involves a dollar sign: investment portfolios, tax strategies, retirement planning, estate planning, education planning, and insurance decisions. He brings a truly comprehensive approach to this process, knowing that a “big picture” perspective is the best way to help people feel confident about their wealth and live fuller lives. Fundamentally, this desire to help people live more confidently, knowing their wealth is being managed, is what drives Adam’s work. A Wealth Advisor at SWP, he is privileged to serve a wide variety of clients, each with distinct financial resources, opportunities, and goals. And as a member of Chicago’s LGBTQ+ community, he brings a unique understanding to the table when working with individuals and families from across the LGBTQ+ spectrum. Before joining SWP, Adam was an Associate at Gresham Partners where he provided ultra-high-net-worth clients with comprehensive financial planning and tax guidance. Prior to that, he was a Senior Financial Planner at Balasa Dinverno Foltz LLC, where he helped individuals and families navigate complex planning challenges. He is a CERTIFIED FINANCIAL PLANNER® professional and an active member of the Chicago Estate Planning Council. Adam received his Bachelor of Business Administration with a focus in Finance, Investments, Banking, and Entrepreneurship from the University of Wisconsin. Outside of the office, he enjoys spending time with his husband, friends, and family, exploring Chicago’s music scene, cheering on the Wisconsin Badgers, and fishing. Education Bachelor of Business Administration, University of Wisconsin Madison Professional Designations CERTIFIED FINANCIAL PLANNER® Professional Designations Chicago House – Associate Board Member Chicago Estate Planning Council LGBT Chamber of Commerce – Illinois Memberless