Adam Brunner, AIF

Senior Partner Adam is a veteran of the financial services industry since 2002. He received his bachelor’s degree in Finance from the University at Buffalo. Adam is a lifelong Buffalo resident, born and raised in Clarence, NY. As a financial consultant, Adam’s focus is on goal-based wealth management, and helping individuals, families, and businesses implement these strategies in pursuit of their short- and long-term financial objectives. Adam assists in the team’s focus on a goal-based wealth management approach in which he reviews all aspects of a client’s life in relation to their financial plan to maximize efficient wealth transfers. Adam holds the Accredited Investment Fiduciary (AIF) designation. Adam is an avid sportsman and father who spends his time off hunting, fishing, and hiking with his daughter. He lives in South Wales, NY with his daughter Kylie, and their beloved dogs - (Hank) German shorthaired pointer and (Copper) Vizsla.