Adam grew up in New Castle, PA but moved to Ohio to attend The Ohio State University where he graduated from The Fisher College of Business with a degree in Business Administration and a specialization in Finance.  Upon graduation, Adam joined the Bluestone team and began his financial planning career.  Adam specializes in working with corporate executives, but he also enjoys working with young professionals focused on accumulating assets. 

Adam currently holds his CFA® as this designation represents the highest ethical and professional standards in the investment industry.  His passion lies in creating personalized and comprehensive retirement, investment, risk management & estate planning solutions.  He is currently the head of Bluestone's Investment Committee, and is responsible for creating tailored portfolios to help meet each client's goals and objectives.  He is also a licensed continuing education instructor in all 50 states for Life & Health Insurance.  

In the community, Adam in active in the Columbus Chapter of Handshake America, a team of successful professionals who mentor high school students by leveraging their mutual appreciation for athletic competition. He also serves as the Alumni Advisor for the investment committee of the Columbus Chapter of his Business Fraternity, Delta Sigma Pi.

Adam resides in Upper Arlington with his wife, Michelle and three sons, Connor, Evan & Peyton.  He is very involved in coaching his sons sports teams & you can usually find him on the fields.