Adam has over 25 years’ experience working in the financial services industry. He earned his Bachelor of Science degree in Financial Planning & Counseling from Brigham Young University in the spring of 1987 and began his career just 6 months before the market crashed! Though he is an optimist at heart, this experience had a profound influence on his investment philosophy, teaching him the importance of protecting capital.
Adam is an independent thinker and though he reads a LOT and considers commentary and research from multiple sources, he ultimately draws his own conclusions. He has a thirst for knowledge and a constant drive to improve his skills. This passion has led him away from much of the conventional thinking to learn and develop more efficient strategies for the benefit of his clients. Adam loves to share what he has learned and has an ability to communicate complex ideas in easy to understand ways and with a sense of humor. This has also made him a sought after speaker.
While it is important that an advisor be knowledgeable and competent, Adam’s clients will tell you that the biggest reason they work with him, is because they know that he truly cares about them and their well-being and they trust him. This is evident in the referrals he receives from existing clients and the longevity of their relationships with him. In fact, his first investment client is still his client (and he is NOT a relative!).
Prior to founding Dynamic Wealth Management, Adam worked for 10 years at Wealth Management International, Ltd. where he was responsible for the management of over $100 million in assets for all fee-based clients of the firm. He worked as a Wealth Advisor and served as Director and later Co-Director of the Investment Research Team.
Adam plays chess and enjoys all sports, especially racquet sports and basketball. He served as a missionary in Brazil from 1981 to 1983 and speaks fluent Portuguese. He has lived on the East Coast and the West Coast and now resides in Peoria, AZ. He is married to the love of his life and they just celebrated their 26th wedding anniversary! He and his wife, Jenny, have 4 daughters and just had their second grandchild. Another boy!
He holds the following securities licenses: Series 7, 24, 63 and 66 and is affiliated with Leigh Baldwin & Co., LLC. He is President and Chief Investment Officer of Dynamic Wealth Advisors, a Registered Investment Advisor. He also holds life, health and disability insurance licenses and has experience as a tax preparer and has represented clients before the IRS.
Two of his favorite quotes are:
“Live to learn. Learn to love and you will love to live!”
“The greatest work you will ever do is within the walls of your own home.”