Adam is one of the founding partners at Innovative Financial Solutions, LLC and has nearly 20 years of experience in the financial services industry. He uses his experience to help clients plan their financial futures using long-term investment and insurance strategies. He specializes in retirement and estate planning strategies and enjoys working with his clients as they pursue financial freedom.
Adam graduated from Appalachian State University Walker College of Business and has spent his entire career in the financial industry. He holds his FINRA Series 6, 63, 65, and 7 securities registrations held with LPL Financial and his life, health,
If you can’t find Adam in the office, you can most likely find him playing golf, coaching youth sports, or spending time with his wife and daughters.