SPEAKING BUILT ON PURPOSE.
Too many executive speakers and coaches have no active experience. That’s what separates Adam.
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Helping leaders build an unbreakable business.
Adam is a business leader, strategist, and entrepreneur with a successful career in helping companies grow, scale, and build lasting impact. His experience spans banking, investment management, the automotive aftermarket, and SaaS, covering B2B, B2C, and technology-driven business models. Across every industry, his focus has remained the same—developing systems, strengthening operations, and building businesses that endure.
What Separates Adam?
You've probably been to plenty of events - or even hosted events - with dynamic speakers that have all the business formulas and "how-to's". But far too many of them have either been out of running a business for decades, or never did it in the first place. That's what separates Adam.

After over 20 years of leading businesses & teams, Adam now serves as the CEO of a Registered Investment Advisory firm with over $1B in AUM. He’s lead large teams as a Managing Director at a Fortune 150 financial institution in the biggest markets, scaled manufacturing companies, rebuilt broken teams, and helped founders stabilize and grow companies ranging from $2M to $25M+.
"ATTENDING ADAM'S SESSION PAID FOR OUR CONFERENCE."
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Adam's Story. So far...
Adam started his work journey early after being raised by a single-mom whose work ethic and entrepreneurial spirit shaped his perspective. He attributes learning the value of persistence, discipline, and resourcefulness from a young age to watching his mom provide for his 2 older sisters and him. It's what's him through his whole career so far.

He took on any job that would advance him from one thing to the next — selling women’s shoes, cell phones, and second mortgages — learning along the way that leadership is forged in action, not just theory. By 31, Adam had become a Managing Director at a regional bank owned by a global financial institution, leading digital banking transformation, financial center expansion, and national acquisitions.

Adam's approach to business has always been rooted in rigor, systems, and in-depth financial analysis —something further reinforced through his time at Pacific Coast Banking School at the University of Washington, where my expertise in strategic leadership, risk management, and financial oversight was refined.

At 36, he and his family embarked on a whole new adventure after transitioning into the automotive aftermarket industry, taking on the role of COO and later President of a suspension manufacturing company. Over several years of leading the company, Adam had tripled revenue and quadrupled net profits, while securing partnerships with Winnebago, Airstream, John Deere, Thor, and Tiffin. Throughout the growth, Adam kept his focus on brand positioning, operational efficiency, and direct-to-consumer expansion helping establish the company as a trusted leader in its industry.

After a successful journey at the suspension company, Adam transitioned to the investment advisory industry. This is where he now serves as President & CEO of Sherman Portfolios (SPL) — a Registered Investment Advisor serving hundreds of financial advisors across the US. In the first 18 months leading SPL, the firm grew assets under management (AUM) from $86M to $865M, underwent strategic rebrand and operational overhaul, and was awarded its first patent.

Together with his wife, Jen, Adam launched the Kingdom Mindset Investing (KMI) family of companies with the belief that businesses should be more than just profitable — they should be purpose-driven, resilient, and built to create lasting impact.

Adam is driven by purpose, family, and leadership, seeking to honor God while building a life centered on the things that matter most, residing in North Idaho. Together with Jen, they homeschool their 3 children, building a foundation of faith, curiosity, and lifelong learning.