Modern Wealth Management
Adam Craig is a Tax Advisor at Modern Wealth Management since July 2023, with a professional background that includes prior roles at Armanino LLP as a Senior Tax Associate from October 2022 to July 2023, and at RubinBrown LLP as a Tax Associate from June 2022 to October 2022. Adam began the career in taxation at JMW & Associates, LLC as a Tax Associate from June 2020 to June 2022, and gained early experience as a Tax Intern at UHY LLP, Certified Public Accountants, in early 2020. Prior to these positions, Adam worked as an Accounting Intern at RMF Steel Company from August 2018 to January 2020, and started professional endeavors as a Phone Operator at Rockhurst University while pursuing education from 2016 to 2019.
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Modern Wealth Management
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At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.