With 30 years of industry experience and holding Series 6, 63, and 65 licenses, Adam serves as the Managing Director of Retirement Plan Services at RWS. His deep-rooted passion for retirement plans and the people they serve guides his approach to every client relationship. Adam lives by the philosophy that “Prescription without diagnosis may be considered malpractice,” ensuring he thoroughly understands each company’s unique needs before researching tailored solutions that make meaningful differences in their employees’ financial well-being. Whether simplifying complex regulations or providing personalized support, he makes retirement planning both accessible and impactful for everyone involved.

Adam’s career choice stems from witnessing too many individuals struggle without proper financial planning. He firmly believes retirement planning transcends numbers—it’s about empowering people to build secure futures for themselves and their families. He thrives on navigating the complexities of retirement plans to develop solutions that truly benefit all stakeholders. For Adam, the greatest reward comes from helping people avoid common planning pitfalls and achieve confidence in their retirement journey.

Outside the office, Adam enjoys life with his wife Shannon, their two children, Aaron and Sydney, and three grandchildren, with a fourth expected this August. The family home is complete with two beloved dogs, Gus and Monkey. A prolific author of five books, Adam fulfills his creative spirit through his writing.