Phone: (614) 888-2117
Fax: (614) 888-2023
As the Chief Compliance Officer and CERTIFIED FINANCIAL PLANNER™ professional, Adam leads the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures.
He also is an integral member of the Financial Planning Team who assists clients by helping create, present, implement, and monitor their comprehensive financial plans. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2020. He also holds his Series 7 FINRA General Securities registration, his Series 66 FINRA designation, and his Ohio Life, Accident and Health Insurance License.
Adam joined Shore Morgan Young in 2017. He graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones and pets (our firm's Chief Morale Officer), anything involving the outdoors, hunting and fishing, and is an avid road cyclist. Adam is on the board of several professional organizations such as The New Albany Young Professionals organization and the Financial Planning Association of Central Ohio as the Government Relations Chair.