firstname.lastname@example.org | 631.227.3900
Adam leads the Athlete & Entertainer division of GMAG. He optimizes wealth management strategies designed to help clients build and protect their net worth. Adam has developed the skills and expertise to effectively manage and coordinate the overall financial needs of clients. He acts as sounding board to clients, advancing their objectives through a detailed approach which includes engaging them in complete goal-oriented conversations focused on understanding financial needs, creating solutions, and uncovering opportunities.
Adam earned his Bachelor of Business Administration Degree at the University of Prince Edward Island in 2004 while playing varsity hockey, completed the Canadian Securities Course in 2005, Professional Financial Planning Course in 2010 and holds his FPSC Level 1 Certification in Financial Planning (CFP). Adam also serves on the Board of the Henrik Lundqvist Foundation.
Adam’s relationship with GM Advisory Group began in 2012. The Athlete & Entertainer division of GMAG is the result of the amalgamation of the values and approach of his Canadian-based boutique advisory firm with the likeminded values, ethics and beliefs of GMAG. It is on this basis that we are able to serve the highly unique and customized needs of our Athlete & Entertainer clients.
Adam resides in Ontario Canada with his wife and three children. Adam enjoys spending time with his family, golfing and enjoying the outdoors