About
Adam provides comprehensive investment planning by drawing on the extensive resources available through &Partners. As a trusted advisor, he begins with a deep understanding of each client’s financial priorities, then applies tailored strategies to help optimize their wealth. Since 2003, he has dedicated his career to delivering personalized financial planning that adapts to both market shifts and the evolving needs of the people he serves.
Background & Credentials
Adam co-founded Brookside Wealth Advisors in 2020 after building his career at Edward Jones in Avon, Indiana, and later at Wachovia Securities — a predecessor firm of Wells Fargo Advisors — where he honed a team-based approach to financial advice. He earned his bachelor’s degree in Finance from Indiana State University, where he was active in the Financial Managers Association and the ISU Investment Club. In 2013, he earned the Accredited Wealth Management Advisor (AWMA®) designation from the College of Financial Planning. Adam has been honored on the Forbes Best-in-State Wealth Advisors list in 2024, 2025, and 2026, the Forbes Top Next-Gen Wealth Advisors Best-in-State list in 2019 (#13 in Indiana), and the Forbes Top Next-Gen Wealth Advisors list in 2018.
Outside The Office
Adam lives in Brownsburg, Indiana with his wife, Nicci, and their four children — a busy, active family that keeps him on the go across cheer, dance, wrestling, football, and baseball. When he gets a quiet moment away from the stands and sidelines, you’ll likely find him hunting or planning the family’s next vacation together.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors, Top Next-Gen Wealth Advisors Best-in-State, and Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18 (Source: Forbes.com).
