Adam Taff

Adam Taff

Financial Planning Case Specialist, ChFC

We approached Adam Taff for his ability with numbers, as he was originally on a path to become a nuclear engineer.  When working with Key Employees, Partners, and Business Owners, Adam and Kevin complement each other very well in their approach, designs, plans, and service.

Adam has an MBA from George Mason University, and a B.S. in engineering from the University of Maryland. Adam's wife Jacki is an emergency medicine physician at Carolinas Medical Center, and together they live in Charlotte, NC with their daughter, Avery.

I am licensed to offer insurance in: CA, FL, GA, IL, MA, MD, NC, SC, TN, VA, and WI and securities in: NC, SC, WI, FL, WA, CA, TX, GA, IL, and VA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). 4350 Congress St, Ste 300, Charlotte, NC 28209, 704-557-9600. LB&J Strategic Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. California Insurance License # 0L98625. 

Phone 704-557-9600