Financial Planning Associate
“They may forget what you said, but they will never forget how you made them feel.” — Carl W. Buehner
Adam is responsible for developing personalized financial plans for his clients. He first realized he wanted to pursue a career in financial planning after shadowing Chief Investment Officer and Principal, Larry Shikles, prior to attending college. The most important aspect of wealth management for Adam is building strong relationships and trust with his clients in order to help them meet their goals. One of his favorite parts of Mosaic Family Wealth is that his coworkers constantly push each other to improve and find success within their roles.
Adam recently graduated from Murray State University with a Bachelor of Science degree in Finance and Financial Planning. Adam lives in Wildwood, Missouri and is an alumnus of Eureka High School. He loves to travel and has visited eighteen different countries. He also had the opportunity to spend a semester of college studying abroad in Spain, which is one of his favorite memories. Adam enjoys meeting and interacting with new people and incorporates that passion into serving the clients of Mosaic Family Wealth.