Co-Founder of Protocol Wealth, Chief Compliance Officer, VP of Advisory Services

Adam is a Certified Financial Planner ™ with a BBA in Finance from The University of Texas at Austin. After exiting his technology company in 2008, he entered the financial services industry, and owned a Registered Investment Adviser in Texas for 12 years. 

He started Interaxis to teach Bitcoin, crypto, and blockchain to financial advisors in 2020, including the creation of the Certified Digital Asset Advisor designation (recognized by FINRA).

Interaxis has taught crypto to thousands of advisors in the US and Internationally.

Adam has led the Wealth Management Day at Consensus, that world’s largest crypto conference, for the last 4 years. He has also been a speaker at dozens of crypto-related and traditional finance conferences.