Adam founded Sky Vision Wealth, LLC to offer investors an innovative & caring advisory firm — independent, experienced, creative, and focused on improving clients’ real-life outcomes.
Adam’s career began in Columbus after graduating from The Ohio State University in 2007. He started at a Big 4 accounting firm in their Private Client Tax Group, where he focused primarily on income tax compliance and related financial planning strategies for high-net-worth individuals.
Adam was then recruited to a large independent financial services practice in Columbus to lead their income tax division, at one time overseeing the preparation and tax planning for over 400 returns annually. While there, Adam learned more about the financial planning business and eventually progressed into a member of the advisory team serving the firm’s clients on their total financial picture.
An entrepreneur at heart, Adam founded Sky Vision Wealth, LLC in 2021. He has specialized knowledge in tax planning, equity compensation including all types of stock options, as well as retirement planning & investment management.
Blessed to be married to Stacey for over 15 years and have two beautiful daughters, Aubrey & Emma. Stacey is a nurse practitioner at Nationwide Children’s Hospital in Columbus. Our rescue dog, Tiny — 25% Toy Fox Terrier, 50% Chihuahua, & 25% Australian Cattle Dog — rounds out our family.
Growing Our Team
Sky Vision Wealth Is Expanding
We are excited to be growing our team in 2026. Stay tuned for more details.