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Implementing extreme ownership requires checking your ego and operating with a high degree of humility. Admitting mistakes, taking ownership, and developing a plan to overcome challenges are integral to any successful team.
- Jocko Willink
My
Story
Adam has a passion for helping medical professionals, millennials, and entrepreneurs navigate the world of complex investing, retirement and tax savings strategies. Adam has been a lifelong resident of Central Ohio, growing up in Grove City, his family now calls Lewis Center home. Prior to joining Ascend Advisory Group in 2018, Adam built his career at Fidelity Investments, where he was responsible for managing retirement plans for large institutions as well as investment planning for high-net-worth investors.
14
years in the industry
Certifications
Series 7 Registration
Series 63 Registration
Series 66 Registration
State Insurance License
Education
Finance, Bachelor of Science, The Ohio State University
Spotlight
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Family
Adam loves spending time with his wife, Erica, who is a registered nurse, and their three young children Emilia and Audrey (twin girls) and Rory (boy). They can often be found in the summers, boating with their two Daschunds, Luna and Leo. Adam is also an avid golfer and has a passion for keeping healthy with a routine of strength training and riding his road bike.
Connect with Ascend
Interested in learning more or becoming a client? Please complete the contact form below so we can help you in your mission.
PM-01222026-6815916.1.1
PM - CAR-1222-01593 FiNet Job Title (for use by WFAFN only)