What is the best advice you have ever received? Stick with a job or task no matter how hard it gets, as a long as you are learning new things.
What is your favorite quote and why? “Remember who you thought you were.” Priorities and goals change. It can be informative to periodically reexamine how they’ve changed and why. What did I get right? What did I get wrong? And how can I use that information to improve?
What is your personal philosophy? Do it yourself. Play some music, build a bookshelf, brew your own beer, change your own oil, make your own recipes, learn to program something, plant a garden, start a business. If other people can do it, how hard can it really be?
When you are not at the office, you can often be found doing what? Catching up on a dizzying list of home renovation projects.
My dream vacation is: anything that involves family, friends, and an unobscured view of the ocean.
Full Bio
Adam joined the Acorn family in 2014. Prior to 2014, Adam spent fifteen years with Dominion Wealth Management where he specialized in investment research and portfolio development, but was involved in all aspects of that business.
With over twenty years in the financial services industry, Adam is equipped with considerable experience and a level of perspective uncommon amongst his peers. Perhaps the most valuable lesson he’s learned is the importance of true multidisciplinary planning. Whether it is tax, estate planning, insurance, or any other facet of a client’s financial life, it is crucial that the work done by financial planners both incorporate and inform the decisions made in those areas. At Acorn, we have a team of attorneys and tax professionals who can be called upon to help solve complex problems efficiently and collaboratively.
Adam is a 2006 graduate of Virginia Tech. He currently resides in Vienna, VA with his wife, Rachel, and their two children.
