Adam joined Summitry in January 2019. As a Senior Financial Advisor, he works with the Private Client Group to provide advisory and planning services to the firm’s clients.
Prior to joining Summitry, Adam worked for a boutique advisory firm in Sacramento, helping to develop and implement holistic planning, investment, and tax services. He graduated from the University of California, Davis with a Bachelor of Science in Psychology.
A Bay Area native, Adam is thrilled to be a part of the Summitry team and live closer to his family. In his free time, he’s often curled up with a book and his Boston Terrier, Ellie.