Adam joined Bridge Financial Group in 2019 and serves a Director, Insurance Planning.
Adam works closely with Jay Cleary in all aspects of case management, including communication and coordination with clients and advisors. He supports clients with wealth transfer planning, life insurance portfolio design and management, and oversees the International life insurance planning area.
Adam is a member of the Financial Planning Association and Society of Trust and Estate Practitioners (STEP). He speaks publicly on the subjects of advanced planning and insurance matters, and has been featured at events across seven countries in Europe, Asia, and North and South America.
Adam earned an MBA concentrated in Finance from Portland State University. He graduated from George Fox University with Bachelor’s Degrees in Business Administration and in Accounting. Adam is a Certified Financial Planner (CFP), a Trust and Estate Practitioner (TEP), and holds the Chartered Life Underwriter (CLU) designation from the American College. He and his wife, Katie, are passionate about skiing, backpacking, and cycling.
Director, Insurance Planning