Investment Management Associate
conducts investment research, serves as the office “IT guy,” and manages select client accounts.
Adam is a long-time resident of southern Oregon who holds degrees from Reed College and the University of Southern California. He has been a financial adviser for a total of nine years, five of which were as the principal of his own firm.
Adam likes to spend his free time tinkering with computers, volunteering for political campaigns, and hiking with his trusted Labrador retriever.