About Adam
A Principal-Led Advisory Relationship
Adam has worked in group benefits since 2012 and in group retirement planning since 2014. He leads Strategic Capital’s approach to plan design, investment advisory services, and participant support for businesses seeking to leverage tax incentives while helping both owners and employees build toward retirement. His work focuses on aligning retirement plans with each organization’s goals, culture, and financial realities.
Adam is deeply committed to helping businesses achieve their missions while also taking care of their workforce. He approaches every new relationship with the understanding that no two businesses are the same, and that effective planning requires thoughtful customization rather than one-size-fits-all solutions.
A strong advocate for fiduciary best practices, Adam follows disciplined processes informed by regulatory guidance, case law precedent, and industry-leading fiduciary education. He is dedicated to ongoing learning and professional development in order to deliver informed, practical guidance to his clients and the broader community.
Adam is an Investment Adviser Representative and holds the Accredited Investment Fiduciary, Qualified 401(k) Plan Administrator, and Chartered Retirement Plans Specialist designations. He also holds the CFP® certification.
An Austin native, Adam enjoys spending time outdoors with his wife, two sons, and their black lab. Outside of work, he is an avid gardener, hunter, chef, and lifelong learner.