About Adam

He earned his degree in finance from Metropolitan State College of Denver, blending his interest in economic strategy with the competitive drive he developed as a collegiate and professional basketball player. His time on the court not only took him around the world but also instilled the discipline and resilience he now brings to his advisory practice. 

Since entering the financial services industry, Adam has guided hundreds of clients through investment planning, tax strategy, estate preparation, long-term care, and retirement income solutions. Known for his calm, no-pressure style, Adam leads with education, believing that clients make better choices when they fully understand their options. He holds his Series 65 license and is licensed in life and health insurance, committed to delivering advice that is both clear and tailored to each person’s goals. 

At Encompass More, Adam works closely with individuals, families, and business owners to create personalized financial strategies that maximize returns while minimizing risk. Whether simplifying complex retirement decisions or helping clients protect multigenerational assets, he brings thoughtful care and a relationship-first mindset to every conversation. 

Outside the office, Adam enjoys time with his wife, Jennifer, a respected estate attorney, and their three children—Jackson, Jordan, and Sophia. A lifelong athlete, he remains active and brings the same energy and focus to family life as he does to his clients. For Adam, financial advising is not just a career; it is a calling to serve, educate, and build trust at every life stage.