Adam is an Advisor with Bridge Life, a life insurance specialty firm that designs and manages life insurance portfolios for affluent families in the ongoing context of their estate and business plans.
Bridge Life is an M Financial Member Firm, and is brought in by key family advisors (typically estate attorneys, investment managers, and family offices) as a resource for complex life insurance planning needs.
Prior to joining Bridge, Adam held business development roles at the M Financial Group headquarters in Portland, in addition to roles in corporate finance and tax planning.
Adam holds an MBA in Finance from Portland State University, and Bachelor’s degrees in Business Administration and Accounting from George Fox University. Adam has earned the Certified Financial Planner (CFP) certification, and the Chartered Life Underwriter (CLU) designation. He is also an active participant in the Society of Trust and Estate Practitioners, and has qualified as a Trust and Estate Practitioner (TEP).
Adam currently resides in Portland, Oregon with his wife, Katie. He loves being outside skiing, fly fishing, and cycling, and constantly has numerous do-it-yourself projects in process.