Financial Advisor & Director
Adam specializes in serving retirees and their children, by simply welcoming all age groups, genders, and investing styles. He does this by providing a unique service based on needs, not a one size fits all approach.
The goal of this is to help prevent squandered inheritances, as 9 in 10 inheritances are lost by the 3rd generation. It takes time, patience, and effort conducting business this way, and as a result, he always adheres to the fiduciary standard of care and has assembled a team around this philosophy for succession planning and resiliency. This means that he is always transparent on fees, and allows clients to leave, cancel, or switch advisors at anytime if they are ever unhappy with his service.
He grew up in the small town of Carmi, Illinois and graduated college with a bachelors in business administration. He got an early start on his career, starting in 2010 at the age of 20, working his way up through administrative positions, estate operations, customer service, order/trading entry, to directly overseeing a quarter of a billion dollars in customer assets at his corporate employer.
His fiancé, Danielle Marchlewski, obtained her MBA from Loyola University of Chicago, and works for the non-profit, Greater Chicago Food Depository. Danielle played a large part in Adam developing his purpose: to better serve families.
In his spare time, you can find him trying out a new pizza place (thin, pan, OR deep dish), watching Bears football, or researching RV’s for his future goal of being able to work on the road while seeing the country.