Senior Financial Manager
In his role as Senior Financial Manager, Adam’s focus is on complex matters requiring specialized knowledge and skills developed over his many years of experience. Adam enjoys working closely with his clients and their families to provide exceptional service and to help them meet their financial and personal goals. As a CPA, Adam also oversees tax operations at GSS. He advocates for clients before the IRS, reviews tax planning considerations with investment professionals, and ensures proper reporting and compliance with tax laws and regulations.
Originally from Minnesota, Adam relocated to Seattle after graduating from the University of Nebraska-Lincoln in 2006 where he obtained a Bachelor of Science degree in Finance. After beginning his career with GSS in 2007, Adam obtained his IRS Enrolled Agent certification in 2009 and became a Certified Public Accountant in 2010.
Adam stays active throughout the year, playing golf and tennis as often as he can. He also enjoys tending to his large vegetable garden and cooking for friends and family.