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Meet the Team

Our team of dedicated professionals is committed to helping you make smart and informed decisions so you can live your life with confidence about the future and your financial well-being. You can always be assured of personal, on target, and attentive service tailored to your timetable and your needs. You can feel free to call at any time with questions or to request a consultation.

Why a CFP® professional should be your financial advisor of choice

We never stop learning so we can stay on top of cutting-edge developments, planning techniques, and investment research. That’s why team members attend top industry gatherings and take a leading role in professional organizations. Our team’s credentials speak volumes – Certified Financial Planner™, Chartered Retirement Planning Counselor℠, Accredited Wealth Management Advisor℠, Financial Paraplanner Qualified Professional™, and Master of Business Administration.

Mari Adam

Founder/President

mari@adamfinl.com

Mari Adam, President and Founder of the firm, has been practicing as a Certified Financial Planner™ professional (CFP®) for over twenty-five years. She is a Chartered Retirement Planning Counselor, an Accredited Wealth Management Advisor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 to present.

She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance,Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.

Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with two major banks in South Florida and the Washington D.C. area. Prior to that, she served as Portfolio Administrator for a pioneering fee-only wealth management firm in Washington D.C.

She began her career with the United States Department of State, completing several overseas and domestic assignments focused on critical international public affairs issues.

She holds a BA from Claremont McKenna College in California, an MBA specializing in International Finance from George Washington University in Washington D.C., and continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris.

She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida. Mari lives in Boca Raton and has two grown children and a beloved Rhodesian Ridgeback.

Her particular interest is helping women address their special financial and retirement needs. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is the current Chair of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California.

Anthony LaBrake

Client Advisor

anthony@adamfinl.com

Client Advisor Anthony LaBrake, CFP® was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship.

Anthony has always had a strong interest in the financial markets, as well as the global economy. Prior to joining Adam Financial Associates, he spent the start of his career working in the Northeast as a fund analyst and alternative assets analyst at a financial research and data firm, and an investment bank. After relocating to Florida, he spent several years at a full service financial planning firm working as an analyst and financial planning assistant. While there, he passed the CERTIFIED FINANCIAL PLANNER™ exam and became a CFP® certificant. He is now studying for the Chartered Financial Analyst® (CFA) designation.

Anthony spends his time researching and analyzing markets and investment opportunities, with a focus on helping individuals and families build, maintain, and preserve their wealth. He looks forward to meeting and working with his clients at Adam Financial Associates.

When not working, Anthony enjoys playing ice hockey and going to the beach. He also enjoys spending time with his English Bulldog, Ovi, who is named after professional ice hockey player Alex Ovechkin.

Bradley Goldstein

Director of Client Services

brad@adamfinl.com

Brad Goldstein, FPQP™ is our firm’s Director of Client Services. He has over 15 years’ experience in financial services, with a focus on managing back office/operations departments for advisory firms, like ours, serving affluent clients. He has a knack for building relationships with clients and vendors, and continually finds ways to improve processes and make the business more efficient.

Brad has earned the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College of Financial Planning. The Financial Paraplanner Qualified Professional™ is a key player on the financial planning team, with demonstrated competence in gathering, reviewing and analyzing clients’ financial information and constructing personal financial statements to give clients a comprehensive picture of their financial well-being.

Brad was born and raised in Indianapolis, IN. After attending American University in Washington, DC and earning his BS in Business Administration with a concentration in Finance, Brad lived in Chicago and Orlando before moving with his wife to South Florida to be closer to her family.

As a father of three small children (6, 4, and 2) and two golden retrievers, there isn’t much free time, but he enjoys spending what time he has at home. He loves traveling, which these days usually means Disney. At least once a month you can find them somewhere in Orlando either at the Parks, or visiting family and friends.

Please take a moment to say hello to Brad next time you call the office. He looks forward to helping you with all your financial needs!

Scott Weigel

Client Services Associate

scott@adamfinl.com

Client Services Associate Scott Weigel was born and raised in Boca Raton, Florida. After graduating from St. Andrew’s School where he played water polo, he attended St. Francis College in Brooklyn Heights, New York. While there, Scott began to take an interest in business and the financial industry which ultimately led to him earning his Bachelor of Arts in economics with a concentration in finance.

Scott began his career as a financial analyst in New York City for a small management firm that worked with leading architectural and engineering firms to grow their businesses and manage their finances. He worked tirelessly ensuring that the short- and long-term financial goals of his clients were met, a skillset that will translate well and be welcomed here at Adam Financial Associates.

Outside of work, Scott enjoys spending time with his family and is a huge Florida sports fan. When he’s not out and about with his girlfriend, you can typically find him hanging with friends and watching either the Dolphins or Marlins.

Nadia Rullo

Client Services Associate

nadia@adamfinl.com

Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance.

Nadia was born in Maryland and raised in Miami, Florida.  She worked at J.P. Morgan Chase while earning her undergraduate degree and takes pride in providing excellent service to clients.

Nadia volunteered five years at Nicklaus Children’s Hospital, a pediatric hospital in Miami, and was honored by the President for her years of service.

She recently relocated to Boynton Beach with her family. In her free time, she enjoys reading, spending time with her family, and playing with her rescue dachshund Clooney (who is as handsome as George).

Nadia is eager to grow professionally within her new career and expand her expertise, and is now studying to earn the CERTIFIED FINANCIAL PLANNER™ designation. She looks forward to pursuing her goals of international travel, indulging in different cultures, and eating her way across the European continent.

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