Adam serves as Portfolio Manager, refining and implementing the firm’s investment philosophies and strategies to ensure each and every client portfolio is efficiently and effectively driving progress toward clients’ goals. He also provides planning support on specialized illiquid client investments, or other unique financial circumstances. He graduated from the University of Oklahoma in 2015 with a BBA in Accounting and Finance, and a Master of Accountancy, obtaining his CPA shortly after. He began his career with PwC, an accounting firm. Subsequently, he spent 5 years helping build out a finance department for Love’s Travel Stops, where he managed a team focused on acquisitions, capital all