Adam joined Vie in 2025 as a Private Client Advisor. He serves as a planning resource for family offices, elite trust and estates attorneys and top financial advisors.
He has over 15 years of experience providing financial planning services to high and ultra-high net worth clients and has placed $750 million of death benefit coverage into effect. Adam appreciates the opportunity to join a client’s advisor team to contribute sophisticated insurance planning advice.
Adam’s clients include current and former founders and CEOs of both public and private companies, multi-generational operators of significant family enterprises, as well as inheritors of significant generational wealth. Adam views life insurance as simply a unique piece of property, akin to a derivative providing a call option on liquidity, with attractive tax characteristics.
Prior to joining Vie, Adam spent six years as an Executive Director with a life insurance specialty firm in Denver, Colorado, providing specialist life insurance planning for several hundred families with US taxable estates. For the nine years previous, Adam held roles of increasing responsibility in the technical planning and business development functions of M Financial Group in Portland, Oregon. During this time, he provided guidance on estate planning uses of life insurance planning, as well as private placement life insurance [PPLI] and international life insurance planning.
Before working in the life insurance industry, Adam spent four years working in corporate financial planning & analysis for a large multinational company.
Adam holds a BA in Accounting and a BA in Business Administration from George Fox University and an MBA in Finance from Portland State University. Adam’s professional qualifications include the Diploma in Regulated Financial Planning, DipPFS, the Certified Financial Planner®, CFP designation, the Chartered Life Underwriter, CLU designation and has been awarded the Trust & Estate Practitioner, TEP designation from the Society of Trust and Estate Practitioners.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and person on the UK’s Financial Services Register.
Securities and investment advisory services offered through M Holdings Securities Inc, a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882 Producer CA Insurance License #0E98792
Vie International is independently owned and operated.
