Adam has worked in the Financial Services Industry since 2006, learning the profession inside and out as an administrative assistant, compliance specialist, and now assisting clients directly as an Investment Advisor Representative. His deep industry knowledge and commitment to rigorous analysis allows him to identify and implement planning opportunities ideally matched to a client’s portfolio.
Adam works exclusively with the clients of Robert Mitchell, Kimberly Korf, and the branch clients of Edgewood Financial Network; primarily educating them about their policies, reviewing their financial goals and/or making the appropriate changes when necessary.
Adam holds a B.S. in Finance from California State University, Sacramento, and maintains his Series 7 and Series 66 securities licenses. He lives in Folsom with his Fiancé and two cats.