Adam is a CERTIFIED FINANCIAL PLANNER™ professional. He collaborates with clients throughout the financial planning process to define and achieve their goals. His responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations. Prior to joining Harbor Group in April of 2022, he worked at an independent financial planning firm in the Seacoast Region of New Hampshire.
Adam studied at the College for Financial Planning in pursuit of his CFP® certification. He then continued his professional education, earning a Master of Science in Financial Planning. Adam also attended the University of New Hampshire and graduated cum laude with a Bachelor of Arts degree in English/Journalism.
Outside of the office Adam enjoys endurance running, having completed his first 50-mile trail ultramarathon in 2024. He often spends weekends training for his next race, touring New England by motorcycle, or searching for a new camping spot. Adam also volunteers with the City of Manchester Trustees of Trust Funds which acts as the custodian of the city’s perpetual care funds, charitable trusts, private donations, and capital reserve/expendable trust funds.