Education & Professional Experience

Adam has studied at in Hospitality between 2000 and 2004, then at The American College between 2011 and 2014, then at The American College between 2011 and 2013, then at The American College of Financial Services between 2017 and 2018, then at The American College between 2011 and 2015, then at Corporation for Long-Term Care Certification between 2014 and 2014, then at Court of Master Sommeliers in Wine Steward/Sommelier between 2004 and 2011, then at Lincoln High School between 1996 and 2000.

Adam worked for Northwestern Mutual as District Director / Wealth Management Advisor between Jun 2011 and Jun 2018, for The Capital Grille as Managing Partner between Sep 2006 and May 2011, for Hillstone Restaurant Group as Operations Manager between Jun 2004 and Aug 2006, for Old Town Cafe as General Manager between Sep 1999 and Jun 2004.

 Skills & Competences

Adam has the following skills : Retirement Planning, Strategic Planning, Financial Planning, Finance, Retirement, Customer Service, Leadership, Investments, Team Building, Management.

Adam has earned the following certifications : Certification for Long Term Care (CLTC), delivered by CLTC; Chartered Life Underwriter (CLU), delivered by The American College of Financial Services; Sommelier Level 1, delivered by The Court of Master Sommeliers; Series 26, delivered by FINRA; Series 63, delivered by Financial Industry Regulatory Authority (FINRA); Chartered Advisor of Senior Living (CASL), delivered by The American College of Financial Services; Series 7, delivered by Financial Industry Regulatory Authority (FINRA); Series 6, delivered by Financial Industry Regulatory Authority (FINRA); Chartered Financial Consultant (ChFC), delivered by The American College of Financial Services.