Adam joined True North Advisors in 2019 as an Associate Wealth Manager, working to support our clients with wealth advisory and financial planning needs.
Adam is a graduate of The University of Dallas with a Bachelor of Arts in Business and a Master of Science in Accounting. Adam is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.
Adam previously worked at Merrill Lynch as a Financial Advisor. In his role there, he was responsible for working directly with clients to develop and implement their financial plans. Prior to Merrill Lynch, Adam worked as an auditor at the accounting firm PricewaterhouseCoopers focusing on mutual fund and alternative asset managers.
In his spare time, you can find Adam spending time with his wife & son, watching the Texas Rangers, or out on the golf course.
True North Advisors, LLC is not a CPA firm.