About:
As a partner, Adam specializes in strategic benefits planning
with a focus on self-funded health plans and captive insurance solutions.
Experience:
With 10+ years of experience in employee benefits consulting, Adam works closely with employers to design innovative funding strategies that provide greater control over healthcare costs, improved transparency, and deliver long-term financial stability. Adam partners with organizations to evaluate all available funding options. From traditional fully insured plans to self-funded arrangements and captive programs, he helps each client identify the solution that best aligns with their financial goals, risk tolerance, and employee needs. Adam’s consultative approach ensures that every strategy is tailored to optimize cost efficiency while maintaining a competitive benefits offering.
Adam was previously an Employee Benefits Consultant at Lawley.
Accreditations:
Adam is a Group Benefits Disability Specialist (GBDS), a Voluntary Benefit Specialist (VBS), and holds a Series 65 license.
Education:
He earned a bachelor’s degree from the University at Buffalo.
Community and Pro Bono:
He is actively involved in his community through board positions for the Make-A-Wish Foundation and the Rochester Small Business Council.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
