Who is Adam?

My Journey into Couples Financial Counseling

I started this business because I believe that much financial stress is avoidable. You can have the peace and financial freedom you want and deserve, and I will help you get there.

So, how’d I end up here?

Well, I’ve been a finance geek since Day 1 thanks to my grandfather ceaselessly watching CNBC, AKA the stock market channel. Our daily viewing led me to study Economics at the University of Miami and a financial services job at Northwestern Mutual, where I discovered my passion for helping families build healthy financial futures.

Later, I graduated from Duke Law School and got a Master’s Degree in Tax Law at NYU. I strengthened these skills at a large accounting firm, Deloitte, and later at a nonprofit focused on ending homelessness.

Along the way, I started volunteer coaching and conflict resolution, ultimately becoming a Certified Mediator. Later, I realized that financial stress was the #1 relationship stressor, and my unique background as a Mediator, Tax Lawyer, and former Financial Advisor meant I could help couples sort this sort out.

For over 5 years now, I’ve been laser-focused on providing effective Couples Financial Counseling, even becoming a Certified Financial Therapist - I™ along the way.

If you want to thrive both financially and in your relationship, I can get you there. Let’s get started by scheduling your free chat — just click the button below and pick a time.