Our Team

During college, Adam spent two years living in Brazil, where he taught English and participated in a number of weekly service projects for the local community. It was during this time that he learned two important things: He's passionate about educating people, and he's passionate about helping people.
These are the same passions that drive him in his daily interactions with his clients. He feels that all financial planning should begin with helping the client to understand their relationship with money in order to create a more positive experience with it. Only then can you maximize your income and create systems that allow you to save while also spending freely to create the lifestyle you want.
That is what inspired him to create the Educated Wallet financial education program. It is revolutionizing the way people learn about, feel about and use their money.
Adam is a lifetime Albuquerque resident and is incredibly passionate about using his financial knowledge to empower those in the community that need it most, not just those that have investible assets or cushy retirement funds.
When he is not focussing on empowering his community or helping people craft more positive relationships with their money, he spends his time playing classic rock or blues guitar and rock climbing in the mountains or in the gym with his wife Diane and their three "wild children" Kai, Jude and Eden.