Adam supports the financial planning team and wealth advisors at Truepoint, helping to ensure that clients receive unsurpassed service in terms of planning, reporting, and responsiveness. “It is wonderful to be on a team that embraces the fiduciary model. Everyone at Truepoint puts the clients’ best interest ahead of everything else and shares a passion for helping others.” A graduate of Ohio University, Adam earned a bachelor’s degree in finance. He spent several years in personal banking and working as a relationship manager for two major banks before joining Truepoint. Adam holds the Certified Financial Planner (CFP®) designation. Outside of work, Adam enjoys many recreational sports a