Adam joined Valenta Capital Management in 2026 with a passion for helping individuals and organizations build confidence around retirement readiness. Before joining the firm, he spent more than a decade in financial services and entrepreneurship, partnering with high-net-worth clients, business owners, and community organizations. His work spanned financial planning, advisor coaching, and running a retail business, all experiences that taught him how meaningful financial clarity can be for both families and employers.
Through those experiences, Adam saw firsthand how education and proactive planning can transform long-term outcomes. That perspective fuels his commitment to empowering employees, business leaders, and plan sponsors with guidance that feels both strategic and deeply human.
As a retirement consultant, Adam focuses on participant engagement, plan optimization, and education that meets people where they are. He believes informed decisions today create financial dignity tomorrow.
Adam earned his undergraduate and master’s degrees in business from Emporia State University. Outside of work, he enjoys playing tennis and traveling with friends and family.