CFP®
Financial Advisor
I believe the most effective process for managing wealth is creating an intentional and holistic plan. The resulting benefits are comparable to a tree planted today, providing shade for generations to come.
Adam has been involved in the financial services industry since 2008. He was an associate advisor with Bridgeworth from 2021 until it joined with Savant in 2023. Prior to joining Bridgeworth, he gained valuable experience in financial planning and wealth management.
Adam earned a bachelor of business administration degree in professional finance from the University of North Alabama. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama.
Adam is a mentor to children in foster care through the Mayfly Project, sits on the Resource Advisory Committee for the Land Trust of North Alabama, and serves as a child advocate for Compassion International. He and his wife Ashley enjoy being active outdoors, taking beach trips, and playing board games with their four children. In his spare time, Adam enjoys fly fishing, ultra-running, and woodworking.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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