Adam Headley serves as a Client Coordinator in our Dayton office. In that role, he provides operational support to the Dayton Advisory Team. Adam's primary goal is to provide excellent client service by exceeding current needs and anticipating future expectations. He is also a member of our Illiquid Assets Specialized Practice Group.

Licensing and Education

• Bachelor of Science Degree in Accountancy, Miami University
• Minor in History, Miami University
• Financial Paraplanner Qualified Professional (FPQP™)
• Series 65

Community Involvement

In his free time, Adam is an avid sports fan supporting the Ohio State Buckeyes, Indianapolis Colts, and the Cincinnati Reds. He traveled the Midwest playing for the Cincinnati Stixs baseball organization; and for many years, he coached his younger brother's travel baseball team, mentoring and leading them to tournament and season championships. Currently Adam is a Certified Umpire with the Ohio High School Athletic Association and is deeply involved in his local church and its community outreach programs.