Joining the Briaud team and having the opportunity to serve in the role of Financial Planning Associate has been an incredible honor for Adam. He loves the complex, dynamic nature of financial planning and the challenge of helping to develop valuable solutions for clients.
Adam holds Bachelor’s Degrees in Business Administration as well as Theology. Additionally, he obtained a Certificate in Financial Planning from Florida State University and has passed the CERTIFIED FINANCIAL PLANNER™ exam.
His prior experience includes adjusting litigated medical workers’ compensation claims and also working for his family’s business in the construction industry.
Outside of work, Adam enjoys spending time with his family and friends, woodworking, refinishing and upcycling furniture, as well as taking culinary adventures.