Adam, with his 24 years of experience in financial services, currently serves as the President of a successful financial planning firm in New York, holding the certification of a Plan Fiduciary Advisor (CPFA®), he is the Vice Chairman of the New York Advisory Group working with NY State Senate & Assembly members. Adam is also privileged to serve on the Small Business Advisory Council for the United States Congress. His current and previous experiences on the board of directors of multiple corporations have endowed him with a unique strategy for envisioning the big picture.
Adam has guided hundreds of companies from making their first million, to witnessing some clients exit for over 90 million. His involvement with multiple Chambers of Commerce, ranging from Committee Member to President, has provided him with a unique perspective to assist start-ups and small businesses in identifying growth opportunities. Furthermore, Adam has offered valuable resources to Fortune 100 companies through his consulting services. His wisdom, encapsulated in three published books and a weekly business podcast that he co-hosts, continues to enlighten many in the business world.