Trust Accountant

Favorite Quote:

“It’s not your salary that makes you rich. It’s your spending habits.”

-Charles Jaffe-

Adam has been with the organization since 2020. He oversees the daily workflow of retirement accounts, testing and filing audits.

“Even though I don’t have close customer contact, I like knowing I’m a part of the process of helping clients stay on track to retire and live a fulfilled life long after their work life is over.”

Education and Certifications:

Bachelor of Science, Finance and Economics with a minor in Management Systems – Indiana University of Pennsylvania

Charitable Work:

I host a charity golf scramble to benefit a local food pantry yearly. I also like to volunteer my time to clean up local playgrounds near where I live.

Unknown Fact about Adam:

Gardening has become a passion of mine.

At the Top of Adam’s Bucket List:

To snowboard in the Alps