I met with several advisors before I chose Adam. He was the only one who offered to come to my home. We chatted candidly about everyday life and future aspirations over the kitchen table, where the most important conversations about life and family traditionally take place. The openness of our conversation in that setting was the deciding factor in entrusting Adam to be my financial advisor. He’s personable, easy to talk to, and takes time to carefully listen and understand your current needs and future financial goals.