Adam has over fifteen years of experience in public accounting, serving clients in varied industries, including: wholesale, distribution, manufacturing and construction. Adam specializes in providing audit and consulting services for investment companies and employee benefit plans. He also assists his clients with internal audits through agreed upon procedure engagements.
Adam has been instrumental to the firm in heading up the implementation of SLD’s paperless audit initiatives, assisting in reducing the amount of paper used by the firm’s auditors and encouraging the firm to be on the cutting-edge of sustainable business initiatives.
Adam holds a Bachelor of Arts in Business Management Economics, with a concentration in Accounting, from the University of California at Santa Barbara. He is a Certified Public Accountant with the California State Board of Accountancy. Adam is also a member of the American Institute of CPAs and the California Society of CPAs. Additionally, Adam serves as a director of The Guardsmen, a non-profit organization that raises money to help disadvantaged children.
Adam and his wife live in the San Francisco Bay Area with their two children. When not spending time with his family, he enjoys the outdoors and is an avid fisherman.