About
Adam is responsible for establishing, overseeing, and conveying the Firm’s wellness and personal/executive coaching strategies. He collaborates with our advisory team, observes evolving wellness trends, and works one-on-one with families and individuals to deliver personalized coaching and planning that aligns with their purpose and passion. He is an avid endurance athlete and resides in Hudson with his wife, Alison, and their two boys.
Professional Designations
Board Certified Coach (BCC®)
Weatherhead Coaching Certificate
Education
John Carroll University
M.B.A. Business Administration and Management (2005)
John Carroll University
B.S.B.A. Finance (2001)
Community
Hudson Youth Cross Country
Dave Lightner
Founder, FSM Wealth
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacqueline Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management