Retirement Plan Specialist
Napier Financial
I help entrepreneurs untangle the 401k world, and provide high quality retirement plans to their employees.
Adam is a Retirement Plan Specialist with Napier Financial. In this role, he helps hospitality business owners and other small business entrepreneurs navigate the often complicated process of providing a high-quality retirement plan to their employees. Through plan design, fee analysis and employee engagement, he ensures the plan is a true benefit for both the company by reducing their day-to-day workload and costs, and for their employees by helping them get closer to their retirement goals. Adam started his career in 2007 as an advisor focused on retirement plans and has since spent many years working for several of the largest retirement plan providers in the world. He holds a Bachelors of Science from Southern Nazarene University, and served in the U.S. Coast Guard. Outside of work, he calls Worcester home, has 3 teenagers, and spends his free time discovering new artists and enjoying live music.
Experience
19 years
Firm Size
small
Response Time
within-24-hours
Firm
Napier Financial
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Profile last updated: 02/26/2026
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