Office Location:
2990 Bethesda Place
Suite 603-D
Winston-Salem, NC 27103
After graduating from Appalachian State University in 2005, Adam spent 6 years in technology sales before joining Consolidated Planning in 2011 and currently works out of the Winston-Salem office.
Adam is dedicated and focused on helping individuals, families, and business owners develop and achieve their financial objectives and dreams. Adam focuses on the overall structure of his client’s financial world to maximize efficiency and protect against the things that can mess up their life. Adam holds his series 66 and 7 securities registrations, along with his Life, Health & Long Term Care Insurance licenses, and is an Investment Advisor Representative.
Adam and his wife Sarah have 3 children, Carter, Dalton, and Elizabeth. They are active members at Main Street United Methodist Church. Adam enjoys spending time with family and friends, playing golf, grilling, and playing with his kids.
Registered Representative and Financial Advisor of Park Avenue Securities . Financial Representative of Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
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2022-147105 Exp 12/24
