Adam began his career as a financial advisor almost a decade ago after earning a Bachelor's Degree in Economics from Louisiana State University (LSU). His interest in financial planning was influenced at a young age by his grandfather's involvement and success in investing. Adam was further inspired to pursue a career as a holistic financial planner when he witnessed firsthand the unfortunate impact on others, resulting from a lack of planning or protection. His mission today is to help clients avoid these pitfalls. He accomplishes this by advising clients in the areas of asset accumulation, wealth management, risk management, estate planning strategies, and retirement income planning. Adam is passionate about helping people evaluate, plan and pursue their financial goals. He holds Series 7 and 66 registrations as well as licenses for life, health and accident insurance. He also holds the highly regarded industry designation of Certified Financial Planner (CFP).