Adam specializes in helping individuals and families achieve their financial goals through advanced retirement planning and private wealth management.
“Retirement isn’t about performance,” says Adam. “It’s about preservation and goals.”
Adam founded Evolution Retirement Services in January 2018 to help clients and their families pursue financial independence. His hard work and dedication to consistent growth, study and evolving with the times help ensure his clients receive the most relevant and up-to-date financial advice.
Adam has earned the title Certified Financial Fiduciary® and upholds the highest moral, ethical and fiduciary standards. He published his first book, “They Lied: The Real Cost of Your Retirement,” in 2020. Adam has been featured in other publications and news outlets such as Kiplinger, FOX4, NBC2, ABC, Wink, Good Neighbor Podcast and Health and Wellness Magazine.
Adam earned bachelor’s degrees in theatre and English literature and a master’s degree in secondary education, all from Niagara Falls University. He moved from Niagara Falls, New York, to Florida in 2006 and North Fort Myers in 2013, but he remains an avid Buffalo Bills fan!
A dedicated family man, Adam loves spending his time outside of work with his wife, Kelly-Ann, and their four children, Austin, Amelia, Maverick Myles and Scarlett Skye. His hobbies and interests such as Disney, competitive flag football, golf, theatre and writing all continue to fuel his passion for what he does every day, and his creative talents help propel Evolution Retirement Services forward.