Adam is a Senior Wealth Advisor at Coign Capital with over 15 years of experience in comprehensive financial planning, wealth management, retirement income strategies, and investment research.
After earning his Bachelor’s degree in Economics from the University of Utah in 2010, Adam began advising his own clients, developing a deep focus on helping individuals and families achieve lasting financial security through thoughtful, goal-based planning and disciplined portfolio management.
In 2016, Adam returned to the University of Utah to complete a Master of Science in Finance, expanding his expertise in areas such as equity analysis, bond valuation, business valuation (public and private), and Modern Portfolio Theory.
Adam lives in Draper with his wife, Brittany, and their three children—Berendt (Bear), Emmeline (Emma), and Rockwell. Outside of work, he enjoys backcountry hiking, camping, and traveling. He’s also an avid reader and loves taking in local concerts, theatre, and musicals.
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