As a Wealth Advisor at True North, Adam’s primary role consists of supporting the firm’s clients with complex wealth advisory and financial planning needs. Prior to joining True North in 2019, 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.

The firm’s mission is Fulfilling Lives™, and Adam supports this by helping clients identify what’s truly important to them, delivering a plan to achieve their goals, and with navigating the ups and downs along the way with empathy and discipline.

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*.

In his spare time, you can find Adam spending time with his wife and two sons, watching the Texas Rangers, or out on the golf course.

*True North Advisors, LLC is not a CPA firm.