An amateur wildlife photographer and self-described “Excel jockey,” Adam loves efficiency. That’s why he’s constantly creating new applications or upgrading our systems to help us more quickly deliver client solutions. The most rewarding part of his job? Delivering the unexpected—whether that’s saving a client money on an insurance policy or helping folks like John and Sue realize their philanthropic dreams.

Adam became a financial advisor because he was ticked at Wall Street for exploiting Main Street investors, and he wanted to change things for the better. The best piece of advice someone gave him:

Sometimes this means questioning if there’s a better way to help a client or how close he can approach an Alaskan brown bear to capture the best shot.