A former teacher, Adam has never stopped learning. He is still passionate about educating, only now he achieves that by instructing clients on all aspects of their Retirement and Wealth Management to help them formulate a personalized plan for what should be life’s most rewarding stage.
Adam grew up in Niagara Falls, New York, and in High School was a three-sport athlete, Editor of the school newspaper and president of the drama club. He attended Niagara University on a scholarship and graduated with a Bachelor of Fine Arts in theater and English literature, later earning a master’s degree in secondary education. Adam relocated to Florida in 2006 and, after three years spent teaching in the Lee County School District, transitioned to the financial services industry in 2011.
Working for major players like MetLife, Gerber and Mutual of Omaha provided Adam with invaluable experience, but after teaching other advisors across the country different strategies to help their clients, he came to a realization: It was time to put his own system in place. With an aim to open a one-stop shop where individuals could receive holistic guidance and education on all aspects of financial planning, Adam founded Evolution Retirement Services in 2018. He is since achieved designation as a Certified Financial Fiduciary® from the National Association of Certified Financial Fiduciaries.
Adam lives with his wife, Kelly-Ann, and has four children: Austin, Emeilia, Maverick, and Scarlett. Still enthralled by the world of performing arts, he currently serves as Chairman of the Board of Directors of the Arts Foundation at North Fort Myers Academy of the Arts. In his free time, Adam enjoys being active in his church, going to Disney with his family and golfing even though he openly admits he is “not very good at it.”
Your request has been submitted successfully.
