Adam joined OWI in 2013 after a lengthy career within the financial industry. He traded financial securities, derivatives, and investments for hedge funds and proprietary groups for 15 years, including nearly a two-year stint in London, UK. The ethical values and investment approach of OWI were significant reasons for his lane change within the financial industry. Adam's experience and knowledge base put him in great position to help individuals and families plan their financial future, with a particular focus on retirement strategies and planning. Adam recently moved to North Carolina with his wonderful, wife Rachel and four boys. His hobbies include cooking, Roth conversions, gardening, parenting, educating, and various sports (subject to time!).
See DisclosuresBachelors - Finance
Northern Illinois University
08/20/1998 -05/05/2000
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