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®), 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.
*Honorees of Million Dollar Round Table (2010-2019) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. Recognition is not representative of any investment performance or returns.