Adam has been helping clients to untangle and demystify their financial lives and work toward their goals since 2004. He takes a holistic, highly personalized approach to financial planning and investment management that focuses on helping clients to align their resources with their objectives and to understand the dynamic balance of investment risk and opportunity.“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t always clear,” he says. “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that addresses their goals.”Adam began his tenure at Lob Planning Group in 2004, working with the firm’s founder, Gayle Lob. He became a partner in the firm in 2012 and partnered with Stratos Wealth Partners in 2017 to assume majority ownership of the firm.In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional, Adam earned the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He also holds the Retirement Manager Advisor® (RMA) designation offered through Investments & Wealth Institute. He earned a B.S. in Management from New York University’s Stern School of Business.Adam is a Board Member of the Putnam County Estate Planning Council, a member of the Westchester Community Foundation’s Professional Advisory Council, a long-time contributor to the Senior Law Day Collaborative and board member of the Westchester Public/Private Partnership for Aging Services. Adam also is a Trustee of Congregation Sons of Israel in Briarcliff Manor, NY and a board member for the Business and Professional Division of UJA Federation of NY's Westchester Division. He is a patented inventor, a guitarist and songwriter and a long-suffering (but patient!) fan of the New York Mets, Knicks, and Giants. A self-described geek with social skills, Adam enjoys travel, just about every form of the Arts and being spoiled by his wife’s cooking.Adam resides in Briarcliff Manor, NY with his wife and enjoys watching his twin sons on their journey into adulthood.
