With his love for problem solving, it’s no wonder that his career as a Financial Advisor is exactly the right fit. Using his gift for relationship building, Adam strives to deliver guidance and advice for all areas of his clients’ financial lives and seeks to earn your trust as a steward for your family wealth and businesses.
Planning is the foundation of Adam’s practice. Using customized strategies for growing, distributing and transitioning wealth, he works with a select group of family relationships. His approach is driven by an understanding of each client’s unique needs and goals, as they depend on him to help them prioritize some of life’s most important financial milestones. Over the past 34 years he has accomplished significant milestones within the field, managing approximately $250,000,000 in liquid client investment assets, as of 2024.
Outside of work, Adam enjoys spending time with his wife and four daughters. As a family, they work together managing and maintaining 320 acres ATFS Certified Tree Farm in Holly Springs, MS. Adam recently completed his Master of Science in Forestry from Mississippi State University. Committed to this land and its stewardship, Adam and his family have learned many valuable lessons about the importance of investing in the future and protecting our natural environment.