Adam Rex
Vice President of Risk Management
Adam graduated from James Madison University with a BBA in Information Systems, then worked for Ernst & Young outside of Washington D.C. before joining the family business in 2008. He has earned the designation of CERTIFIED FINANCIAL PLANNER practitioner (CFP®), Certified in Long Term Care (CLTC), and Accredited Investment Fiduciary (AIF®). Adam is also a multi-year qualifier for The Million Dollar Round Table (MDRT).
Adam is a recipient of Inside Business’ “Top 40 under 40”, and member of the Financial Services Institute, and a former member of the executive board for the United Way’s Young Leaders Society. In addition, Adam serves in a number of other philanthropic and church-based organizations.