Adam is an advisor with the Blair Sheehan Steffens Akins Han Team. Prior to joining Moneta, Adam was a practicing Estate Planning Attorney and decided to leave the practice of law and join Moneta to better foster long lasting relationships with clients and their families. In addition to traditional financial planning, Adam has also helped clients through more complex matters, including purchasing/selling a business, advanced estate planning techniques, advanced charitable gift planning. At his core, Adam has a passion to provide a path for clients to meet their goals and peace of mind they can achieve financial independence.
Adam Earned his Juris Doctorate from Saint Louis University School of Law and B.S from Fontbonne University. Before Moneta, Adam was a practicing attorney at a boutique estate planning law firm in St. Louis County.
Adam is in involved in a number of charitable organizations including the Council of Young Friends for Our Lady’s Inn, Chair of the Cardinal Glennon Planned Giving Committee, and Board Member of the St. Louis Council of Charitable Gift Planners.
Adam enjoys golf, and an avid fan of the Cardinals and Blues. Adam lives in St. Louis County with his wife, two children, and their dog.
- Missouri Bar
- Member – Young Lawyers Section (YLS) of Missouri Bar
- Estate Planning Council of St. Louis
- Board Member – St. Louis Council of Charitable Gift Planners
- President – Our Lady’s Inn Council of Young Friends
- Chair – Cardinal Glennon Planned Giving Committee
