Adam grew his existing practice by purchasing McKenzie Financial services in 2011 from retiring principal Michael McKenzie, who had served clients for more than 20 years. Later it was rebranded as Riverstone Wealth Management, focusing on continued growth while maintaining the longstanding commitment to personalized client service. Prior to joining the firm, Adam worked with Voyager Financial Group in De Pere, where he continues to serve clients with a focus on estate and wealth transfer, small businesses, corporate and non-profit endowments.
A 2007 graduate of St. Norbert College, Adam has been serving clients for over 20 years. He has built his career around helping individuals, families, and business owners navigate complex financial decisions with confidence and clarity. He believes the best financial plans are built through long-term relationships, thoughtful communication, and personalized advice.
Adam is actively involved in the communities he serves in Brown and Sheboygan County. His civic involvement includes serving as Trustee and Secretary for the Plymouth Arts Center and Sheboygan Youth Sailing Board of Advisors, as well as actively supporting organizations such as Big Brothers Big Sisters, the Plymouth Lions Club, and the Experimental Aircraft Association (EAA). He is also a member of several professional organizations, including the Northeast Wisconsin Estate Planning Council, Sheboygan Economic Club, Sheboygan Estate Planning Council, National Association of Plan Advisors (NAPA), Financial Services Institute (FSI), and the Financial Planning Association of Southern Wisconsin.
Outside of the office, Adam enjoys spending time with his wife and young daughter. In his free time, he enjoys barefoot water-skiing, golfing, softball, flying, running, and hunting.