Adam Kaplan

Adam began his career in the financial services industry back in 1993 after careers as a sports journalist, behind-the-scenes technical support for ESPN TV, curator of his own sports shows on cable, as a grip in the movie industry, and videographer for ASU Football games, his alma mater.  He left those careers behind to find something more rewarding for himself while making an impact in as many lives as possible. 

When asked why he chose to partner with Jeff Julander, Adam’s response was immediate and heartfelt “Jeff has the highest level of integrity and honesty of anyone I know, and he puts his clients first.”

Adam’s career decision was further cemented for him when he was finally set to meet with a husband and father of 6 one Friday afternoon, after several attempts to schedule a conversation.  This meeting was postponed once again to the following Monday, an unfortunate reason that became clear once they met.  Adam learned that the husband and father had been diagnosed with cancer in his leg that previous Friday.  Adam, right then and there, vowed to not let another opportunity to educate people on the importance of legacy planning pass him by, or be “rescheduled” to a later date.

Adam has been married to the love of his life for 31 years and has 3 grown children.  When not working, he’s an avid hiker and gardener, tending to his turtle and fish pond, waterfalls, and garden.