Adam joined the Patriot team in 2009 after serving for 18 years as Controller, Inventory Manager and as a member of the Investment Committee for Stowers Machinery; a Knoxville-based, family-owned Caterpillar Dealer. Adam holds a Bachelor of Arts degree from the University of Virginia where he was a scholarship athlete on the men’s tennis team.
Adam is a Certified Financial Planner™, and he also holds the FINRA (Financial Industry Regulatory Authority) Series 65 license.
Adam serves as a financial advisor and planner, advising his clients in all areas of financial planning including investment management, asset allocation, estate planning, retirement planning, tax planning and insurance planning.
He is a member of the Financial Planning Association and the Rotary Club of Farragut. He also serves of the Knoxville Challenger tournament committee, a men’s professional tennis charity event that is held each year for the benefit of the Helen Ross McNabb Center.
Adam has lived in Knoxville since 1991 with his wife, Jenny. They have two adult children. In his spare time he enjoys tennis, gardening and fishing.