O'BRIEN - PUSATERI - PENNINGTON - PARKHILL - CHICKERELLA - ELSEA - HUNTER
Adam has more than 2 decades of experience advising individuals and business owners.
Adam started his career with Steinhaus Financial Group in 2003 and partnered with Mike O’Brien in 2004. In 2015 he co-founded Bluestone Wealth Partners with Mike O’Brien, Ric Martin, Adam Weingartner, Andy Michel and Mike Agriesti.
He enjoys creating long term plans on complex situations. Adam earned his Certified Financial Planner™ certification in 2014. This has been the standard of excellence for financial planners for the last 50 years.
In 2022, Adam earned his Certified Plan Fiduciary Advisor credential. Advisors that earn their CPFA® demonstrate the expertise required to act as a qualified plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Adam was born and raised in Westerville and graduated from St. Francis DeSales High School in 1998. He graduated from Miami University in 2003 with two degrees, one in Finance and the other in General Business.
Adam, Tabby and their three boys (2 human and 1 dog) live in Galena.
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