Adam R. Kulesza, CFP®, MBA, ChFC®, CLU®

Vice President, Partner

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Adam is a seasoned wealth management professional with a deep understanding of the unique financial planning needs, combining extensive experience with a commitment to staying at the forefront of evolving financial markets, he offers a disciplined and strategic approach to managing wealth.
Previously, Adam co-founded Executive Wealth Management (EWM), where he was instrumental in developing EWM's Investment Solutions and 401(k) GPS platforms.
Adam holds a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from Cleary University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTERED FINANCIAL CONSULTANT® (ChFC®), and CHARTERED LIFE UNDERWRITER® (CLU®), credentials that reflect his dedication to providing comprehensive financial guidance.
Outside of his professional life, Adam is a devoted husband, foster parent, and active community member. He enjoys volunteering as a coach for his children's athletic teams and supporting their extracurricular activities. Adoption and fostering are among his proudest personal achievements. Adam also dedicates time to several charitable organizations, including The Red Cross, the American Cancer Society, Gleaners Food Bank, The Connection, and LACASA, helping to make a positive impact in his community.