Adam is a Wealth Advisor and Registered Principal with Arete Wealth Management. He works with business owners, high-net-worth families, medical professionals, retirees and others to develop and implement their financial plans.
When he was fourteen, Adam’s grandfather started taking him to meetings with his stock broker and since then, Adam has had a strong desire to invest in both public and private companies, learn more about finance and share that knowledge with others.
Prior to co-founding Wealth Navigation in 2006, Adam worked as the director of financial services for Deseret First Credit Union in Salt Lake City, Utah, from 1999-2006. From 1997-1999, Adam owned and operated a successful business with his wife in Seattle, Washington.
Adam attended Weber State University and has earned the Chartered Retirement Planning Counselor® (CRPC®) designation through the College for Financial Planning. He is involved with many charities and organizations. As board member of a regional manufacturing company, he was instrumental in the sale of this private corporation to a Fortune 100 company. He has been involved with real estate and has invested in numerous real estate and other unique investment transactions, both for clients and on his own behalf.
Adam is a general securities principal and registered representative of Arete Wealth Management, a FINRA registered broker dealer. He has been an investment advisor representative with Wealth Navigation Advisors since October 2006, and a registered representative with Arete Wealth Management since March 2009. He holds the 7, 24 and 66 securities licenses, and is licensed in life, health, property and casualty insurance.
Adam lives in Kaysville, Utah, with his wife, Holly, and their four children. When he is not coaching or at one of his children’s sporting events, Adam enjoys playing golf, snowmobiling, fly fishing and other outdoor activities.