Meet Adam
Adam focuses on providing clients unbiased financial guidance and independent investment management. He is driven to continually improve the RFC client experience, and to inspire clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.
Adam has obtained his CFP® certification. Prior to co-founding RFC Financial Planners, Adam worked with Sigma Financial Corporation, Merrill Lynch and for his family’s window cleaning business. Adam holds the series 7, 24 and 66 registrations, as well as Life, Health and Annuity insurance licenses. Adam graduated Magna Cum Laude and with honors from Eastern Michigan University with a bachelor’s degree in Finance.
Spending time with his family, wife Angie (who owns an accounting firm), daughters Hannah and Maddie, and sons Ben and Alex, is where you will find Adam outside of work. Currently, the boys play hockey, and the girls compete in golf and tennis. In addition to spending time with family and friends, he enjoys reading, playing tennis and golf, board games and Detroit Lions football.
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Let's have a complimentary initial consultation to get to know each other and see how we could work together to move you closer to your goals. It all starts with a conversation. Let's Talk.
Current clients please email [email protected] for assistance.
