Adam is the Portal Conductor for the IRA Rollovers station.
He is the Senior Vice President of Retirement Partners for LPL Financial. Adam's responsibilities include the creation and day-to-day management of the firm’s Worksite Solutions suite of services and leading all technology and strategic planning efforts for the Retirement Partners team. Previously he was Senior Vice President of Operations for National Retirement Partners. Adam began his career with ADP, where he focused on payroll implementations for clients. He also spent time in the real estate industry, working with residential realtors across the country to build their practices. Adam holds Series 6 and 63 licenses.