Adam began working at Riverstone Wealth Management in 2011 when he purchased the practice from Michael McKenzie, the principal retiring advisor of over 20 years. Before joining Riverstone Wealth Management, Adam worked with the Voyager Financial Group in De Pere where he continues to serve clients, focusing on estate and wealth transfer strategies, closely-held small businesses, and endowments.
Adam graduated from St. Norbert College in 2007 with a Bachelor of Business Administration and is currently enrolled at the Boston Institute of Finance perusing his Certified Financial Planning degree. Adam continues to serve the community through his local affiliations as the Trustee/Secretary for the Plymouth Art Center Board, Big Brothers/Big Sisters, Plymouth Lion’s Club, Aircraft Owners & Pilots Association, and EAA. Professional affiliations include the North East Wisconsin Estate Planning council, Sheboygan Economic Club, Sheboygan Estate Planning Council, National Association of Plan Advisors, Financial Services Institute, and the Financial Planning Association of Southern Wisconsin.
In his spare time, Adam enjoys golfing, softball, flying, running, and hunting.