“Adam and his team are top notch. Every company out there would be better off if they had Adam part of their team. He brings an X-factor that cannot be described or valued enough. Adam is extremely knowledgeable and dedicated to his profession. He is always looking to make everyone in the group better. Sometimes its directly and sometimes with an introduction. I highly recommend Adam. ”
About
Passionate about building real relationships, Adam brings both old school values and…
Experience
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Education
Licenses & Certifications
Volunteer Experience
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Board Member, Alumni Board of Directors
Chapman University
- 3 years 8 months
Education
Board member for Chapman's Alumni Board of Directors.
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Chair, Young Professionals Board
Junior Achievement of Orange County
- Present 6 years 2 months
Education
Chair and Board member for the inaugural Young Professional Board for Junior Achievement of Orange County. Our board focuses on expanding the mission of Junior Achievement to bring financial literacy to classrooms.
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Greek Alumni Committee Member
Chapman University
- 2 years 4 months
Education
The Chapman Greek Alumni Committee plans events to keep alumni (Greek and non Greek) engaged with the University.
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Volunteer
Global Brigades, Inc.
- 2 months
During my time volunteering for Global Medical Brigades, I worked with a group of 30 to help establish health clinics for locals in Nicaragua who lacked appropriate medical access. We also constructed additional sanitation facilities.
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Volunteer Tutor
California Elementary
- 4 months
Projects
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Fulcrum Partners support ValMark Global Gift Fund for Rwanda
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See projectIn December 2014, Fulcrum Partners, an executive benefits consultancy with twelve nationwide offices, donated $10,000 to help underwrite the cost of building the school. Fulcrum Partners and the ValMark Global Gift Fund join with the team at Arise Rwanda, a 501(c)(3) nonprofit and faith based organization responsible for the school’s development, in celebrating the acquisition of the land. Further progress on the project includes the recent completion of a road providing access to the site. The…
In December 2014, Fulcrum Partners, an executive benefits consultancy with twelve nationwide offices, donated $10,000 to help underwrite the cost of building the school. Fulcrum Partners and the ValMark Global Gift Fund join with the team at Arise Rwanda, a 501(c)(3) nonprofit and faith based organization responsible for the school’s development, in celebrating the acquisition of the land. Further progress on the project includes the recent completion of a road providing access to the site. The road was built by volunteer labor from the community.
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Completing Phase I in the Construction of Kivu Hills Academy, a Vocational School in Rwanda
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See projectPONTE VEDRA BEACH, FL – (December 14, 2015) – Fulcrum Partners LLC, (www.fulcrumpartnersllc.com) the nation’s leading and largest executive benefits consultancy, has donated $10,000 to support construction of the first vocational school in Boneza, Rwanda.
The fourteen Managing Directors at Fulcrum Partners became involved in the humanitarian project in 2014, when the work of Arise Rwanda Ministries, a 501(c)(3) nonprofit and faith based organization, was brought to their attention as part of…PONTE VEDRA BEACH, FL – (December 14, 2015) – Fulcrum Partners LLC, (www.fulcrumpartnersllc.com) the nation’s leading and largest executive benefits consultancy, has donated $10,000 to support construction of the first vocational school in Boneza, Rwanda.
The fourteen Managing Directors at Fulcrum Partners became involved in the humanitarian project in 2014, when the work of Arise Rwanda Ministries, a 501(c)(3) nonprofit and faith based organization, was brought to their attention as part of the ValMark Securities Global Gift Fund. At that time, Fulcrum Partners made its first donation of $10,000 targeted for the project’s Phase I construction costs.
Honors & Awards
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Paul S. Delp Outstanding Service Award Nominee
Chapman University Faculty
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President of the Year Recipient
Chapman University, Order of Omega
Given to the fraternity president of the year.
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Senior Leadership Award Recipient
Chapman University
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Man of Integrity Recipient
Chapman University
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Paul Harris Fellow
Tucson Rotary
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Eagle Scout
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Bronze Award
Northwestern Mutual
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Pacesetter First 40
Northwestern Mutual
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Pacesetter Second 60
Northwestern Mutual
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Top 5 Under 5
Northwestern Mutual
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Top Intern, Orange County
Northwestern Mutual
Organizations
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National Association of Plan Advisors
Member
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AALU
Member
- Present
Recommendations received
1 person has recommended Adam
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