After completing a financial planning internship in 2016, Adam embarked on a religious mission trip to the Caribbean coast of Colombia for two years where he grew to love connecting with people, especially those with diverse backgrounds and life experiences.
Upon completing this mission trip, Adam quickly returned to the field of financial planning where he found an intersection between his passions for connecting with people and solving problems.
Adam has worked at various financial planning firms, passed the Series 65 and CFP exams, and has joined core planning determined to help his clients become financially unbreakable.
In his free time, Adam enjoys spending time with his wife Kate in their home state of Utah. Both of them love all things fitness. Kate played collegiate soccer while Adam competed on the Cross-Country and Track teams at both the United States Air Force Academy and BYU.
A few of Adam’s favorite books: The Psychology of Money (Morgan Housel), Thinking: Fast and Slow (Daniel Kahneman), Extreme Ownership (Jocko Willink and Leif Babbin), and Red Notice (Bill Browder).