Strategy and Operations Director
Adam joined Tax Management Services, Inc. in June 2021 as Strategy and Operations Director. He graduated from UW-Madison in 2005 with a B.S. in Political Science. As Strategy and Operations Director for TMS, Adam is responsible for supporting our advisors and leading strategic initiatives. He brings over 15 years of industry experience to TMS, and holds FINRA Series 4, 7, 24, 31, and 66 licenses.
Prior to joining TMS, Adam served in various roles within the National Planning Holdings network and, most recently, as Director of Advisory Operations at Private Client Services, LLC.
Adam lives in Appleton with his wife Megan and two sons. In his free time, Adam enjoys Wisconsin sports, golf, reading, maps, and the outdoors.