Connect with Adam at Adam@iwmfl.comAdam brings over 7 years of experience to the IWM team as an asset manager and retirement planning advisor. After success with two wealth management firms in the Midwest, Adam joined IWM as it aligns with his core values, allows him to be closer to family and enjoy the Sarasota lifestyle.
Raised in Kansas City, Adam attended Drake University in Des Moines, Iowa where he competed in Division 1 Track & Field as a pole vaulter and completed degrees in Entrepreneurial Management and Marketing with a Finance Concentration. In addition to being an avid traveler, Adam enjoys fishing, biking, and exploring all that Southwest Florida has to offer.
Adam brings expertise in financial technologies, including the Charles Schwab platform, along with skills in portfolio management, asset location strategies, and retirement income planning.