Focus: Insurance Strategies, Investment Strategies
As part of WestPoint’s Medical Residents and Physicians team, Adam focuses his practice on helping medical students, residents/fellows, and physicians with their financial planning. He works with over 80 physicians and medical residents/fellows, and believes that medical professionals need an advisor who truly understands their situation as they plan for their many personal and career transitions.
Adam’s lovely wife Emily is an Emergency Medicine resident at IU School of Medicine inIndianapolis. Having been through medical school and residency with her (yes, it’s a joint effort!), he understands the financial and time commitments that physicians must make to their careers. With that in mind, he strives to help his clients save time and undue stress that comes with planning their financial lives. This includes advising clients on repaying student loans, managing personal and professional risk, saving for retirement, and planning for the transition into practice.
Adam works with many other young professionals, as he enjoys helping clients plan as their families and careers grow. Adam grew up in Bloomington, Indiana and attended Purdue University in West Lafayette. He is currently working towards his CFP® (Certified Financial Planner™) designation.
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