For nearly two decades Adrian has provided a personalized suite of integrated strategies to address even the most complex financial needs confronting families. He focuses on the preservation and enhancement of wealth through financial planning, tax-intelligent investment management, and charitable planning.
Adrian began his career as a Financial Consultant in Washington D.C. Since moving back to Wisconsin he has been continuing his passion for investment research through a wide array of experiences allowing him to deliver exceptional advice and value to his clients.
While studying economics at the University of Wisconsin - Madison, he traveled to Central and South America to further his Spanish fluency and to learn more about the developing world. With family and friends located throughout the world, Adrian gets to enjoy exploring new places and meeting new people.
Fun Facts about Adrian:
Adrian, and his wife Jennifer of 15 years, and their boys reside on Milwaukee's East Side. Adrian is actively involved in the community serving as Trustee for the Historic Water Tower Neighborhood. He is also a board member for America Scores-Milwaukee.
In his down time, Adrian enjoys skiing, snowboarding, windsurfing, sailing, cooking and working on their historic home.
His favorite quotes:
"Obstacles are those frightful things you see when you take your eyes off your goal." - Henry Ford
"When I am working on a problem I never think about beauty. I only think about how to solve the problem. But when I have finished, if the solution is not beautiful, I know it is wrong." - Buckminster Fuller