About Adam
I am a wealth advisor at TandemGrowth, where I work with individuals and families who are approaching retirement or already there. I began my career in 2014 with a large national financial services company, where I spent more than a decade and advanced to Associate Wealth Management Advisor, and I most recently served as a senior advisor with an independent wealth management firm in Colorado Springs. Over those years I saw how commission-based compensation can create conflicts between an advisor and the people they serve, and I chose to practice at a fee-only firm so that the advice I give is shaped by each client’s goals rather than by product sales.
Much of my work centers on the transition into retirement: strategies for turning savings into reliable income, deciding when to claim Social Security, managing taxes across accounts, and coordinating with a client’s CPA and estate planning attorney. I hold the Retirement Income Certified Professional (RICP) designation, which focuses specifically on planning for this stage of life. I work alongside Jeff and the rest of the team to serve clients in Alpharetta and across north metro Atlanta.
I am naturally curious and enjoy getting to know each client’s story. Understanding what matters to a family allows me to build a plan that fits their circumstances and to keep it current as their life changes.
Outside the office, I spend most of my time with my wife, Alexis, our two children, Jayden and Stella, and our two dogs, Rocky and Willow. I grew up in Colorado Springs, and Alexis is originally from the Augusta area; we moved to Georgia in 2026 to be closer to family. I like to stay active and outdoors, whether that is playing golf, riding bikes with my kids, or training for the occasional 5K.
Connect with Adam on LinkedIn
- Bachelor’s degree in marketing from the University of Colorado Colorado Springs
- Financial Planning Association (FPA)
Adviser Q&A
My wife, Alexis, and I live north of Atlanta with our two children and two dogs. We moved to Georgia from Colorado in 2026. In my free time, you can usually find me playing golf, riding bikes with my kids, or exploring Georgia.
Alexis and I were looking to relocate closer to family, and I joined TandemGrowth because of the firm’s focus on helping clients lead fulfilling lives, not only on solving financial problems. As a CERTIFIED FINANCIAL PLANNER® professional, I share the firm’s fee-only approach and its commitment to always put the client’s best interests first.
I started in 2014 with a large national financial services company and spent more than a decade there before serving as a senior advisor with an independent wealth management firm in Colorado Springs. I joined TandemGrowth in 2026 as a Wealth Advisor.
