Adam joined Darnall, Sikes & Frederick in 2001 and is currently a shareholder serving on the firm’s Benefit Administration Committee. With extensive experience in the areas of individual and business taxation, multistate taxation, retirement plan administration, and wealth management services, he works with professionals and business owners in a variety of fields.
Adam graduated Summa Cum Laude from the University of Louisiana at Lafayette in December 2002 with a Bachelor of Science in Accounting and earned his CPA license in October 2003. He has passed the FINRA Series 7 and Series 66 exams and is a member of the AICPA and the SLCPA. Adam assists clients with their financial planning needs as a CERTIFIED FINANCIAL PLANNER™ professional and is a registered representative of Avantax Investment Services℠.
As a CPA and a CERTIFIED FINANCIAL PLANNER™ professional, Adam views the big picture as it relates to the financial planning process and he has the capability and resources to assist clients in reaching their financial goals.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.