"I love the retirement plan industry, but was frustrated with the lack of guidance clients would receive from their vendors and partners. I thought there had to be a better way to guide clients.
Founding Strategic Plan Consultants LLC was an exciting step forward in the retirement plan industry and I'm excited every single day to meet new clients and continue the relationship with our long-term clients, TPA partners, advisors, and CPAs."
In 2003, Adam founded AMBrest Health Marketing, an insurance agency specializing in health & life insurance products and is a long-time veteran of the retirement plan industry with a third party administrator. Adam is a licensed Investment Advisor Representative and is the Retirement Plan Director for Stewardship Wealth Advisors.
Adam authored "Who Made these Stupid Rules?" in 2016 and has been a keynote speaker at many conferences & events over the years. He launched the 401k Cheat Codes YouTube channel in 2023 as a fun & unique way to bring retirement plan content & information to the forefront.
