Adam joined Level Four Wealth Management in April of 2015 as Practice Director for corporate, non profit and government retirement plans (401k, 403b & 457). Besides his retirement plan consulting expertise, Adam focuses on retirement income planning, risk management and financial planning with individual clients. Adam graduated with a Bachelor's degree in Engineering from Texas A&M University and has also obtained a Certificate in Financial Planning from Southern Methodist University. He is also a member of the National Association of Plan Advisors (NAPA) and has volunteered with Junior Achievement of Dallas teaching financial topics to young adults.
Adam is married to Susan, and they have 2 children, Grayson and Emerson. Adam and his family are active in their church, Prestonwood Baptist in Plano. In his free time, Adam enjoys camping, hunting and fishing.