With more than 19 years of experience in the insurance and financial services industry, Adam works closely with his clients in North Carolina, providing solutions for asset protection, estate conservation, business continuation, retirement planning, and financial planning concerns.
Adam is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and can provide access to investment management programs and fee-based financial planning. He has completed the extensive studies necessary to earn the Life Underwriter Training Council FellowSM (LUTCF®).
Adam is a member of the Million Dollar Round Table (MDRT®). MDRT® is recognized globally as the standard of excellence in life insurance sales performance.
Adam began his career in the insurance and financial services industry in 2001 at RBC Insurance, after serving in the United States Marine Corps. In 2010 Adam joined New York Life as an Agent and in 2011 he became a partner at New York Life. In 2014 he decided to move back to working more closely with clients and became a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser.
In service to his community, he is on the board of directors for the Eastern Carolina Aviation Heritage Foundation. The Eastern Carolina Aviation Heritage Foundation focuses on bringing STEM training and promoting the history of aviation to the youth of Eastern North Carolina. As well as serving as a Pilot with the Civil Air Patrol squadron in New Bern, North Carolina. The Civil Air Patrol is an auxiliary of the U.S. Air Force and the members are all volunteers that perform search missions for the lost, provide comfort in times of disaster and work to keep the homeland safe.
Adam grew up in Alabama and is an avid supporter of Auburn University. He enjoys spending time with his beautiful wife Laura and their daughter Samantha. If Adam is not spending time with his family or at work, you may find him on the open roads on his Harley Davidson motorcycle or in the sky above.