Adam joined Cleveland Financial Group in 2014 having been in financial services since 2000. After attending Cleveland State University, he worked as a Pension Administrator for CBS-Noble Consulting, helping small businesses create and maintain retirement programs. In 2006, he decided to pursue his passion for financial planning with individuals and households, ultimately joining CFG to enhance the financial planning capabilities available to his clients. In addition to financial planning, Adam has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.
Adam and his business partner, David Hensel, have worked with one another since 2006, and joined their financial planning practices together in 2012. Their collaborative approach to financial planning, investment and protection planning brings greater capacity, capability and continuity to the work that they do with clients.
Adam resides in Avon Lake, OH with his wife Sara, and has three children, Grace, Bennett and Alina. In his free time, Adam enjoys golfing, running, and spending time with his family. Adam is pleased to be affiliated with the Cleveland Financial Group team because it enables him to help individuals plan and advance their financial future.