Adam is a Certified Financial Planner in Houston, Texas. He comes from a family business and entrepreneurial background, having started technology and financial companies.
In 2009 after selling his IT service company, Adam started in the financial services industry as an insurance and financial advisor with Mass Mutual. He received his CFP ® certification in 2011 and, along with Ron, started Chart Wealth Management in 2014.
Adam loves to travel with his wife and daughter, enjoying hiking, skiing, and even surfing. In a previous life, he was even a stand-up comic and was a finalist in the Houston’s Funniest Person Contest 4 times.