As Executive Director – Wealth Manager at DayMark Wealth Partners in Madison, Wisconsin, Adam brings 12 years of experience guiding clients toward financial independence. He is passionate about helping his clients get the most out of life by translating complex financial concepts into simple, actionable steps that create clarity and confidence. By helping clients prioritize what matters most, Adam aims to reduce the stress that can come with major financial decisions and provide a clearer path forward.

Before joining DayMark, Adam served as a Senior Financial Planner with Edelman Financial Engines, a Wealth Manager with Annex Wealth Management, and a Private Client Advisor with JPMorgan Chase.

Adam earned his Bachelor’s degree in Finance from the University of Wisconsin–Milwaukee. Outside of work, he enjoys playing golf, hiking in national parks, trying new restaurants, and playing Euchre. He also enjoys spending time with his wife, Alyssa, and their two dogs: Bear and Zion.

CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC) – Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.