Adam is a Certified Financial Planner™, Certified 401(k) Professional (C(k)P®), and Accredited Investment Fiduciary® (AIF®) at Odyssey Financial Group, LLC, where he specializes in retirement plan consulting and comprehensive financial planning for business owners and families.
His career in the financial industry began with an internship in 2009, where he gained firsthand experience in crafting tailored financial strategies for closely held businesses and individuals. This early exposure fueled his passion for guiding clients toward their personal and professional financial goals, helping them navigate complex decisions with clarity and confidence.
A graduate of Southern Nazarene University with a degree in Finance, Adam earned his AIF® designation, followed by his CFP® certification in November 2015. Additionally, he holds the Certified 401(k) Professional (C(k)P®) designation, demonstrating his expertise in employer-sponsored retirement plans and fiduciary best practices. His work is dedicated to helping businesses optimize their retirement plan offerings while ensuring employees have the resources needed to help secure their financial futures.
Beyond his professional life, Adam is a devoted husband and father to two young children. He enjoys spending time with his family and is committed to making a meaningful impact both in his clients’ lives and his community.