Adam Cox

Partner

Hometown:

Sioux Falls, SD

Education

University of South Dakota
University of St. Thomas
University of Notre Dame

I have been passionate about personal finance as early as I can remember. Before I could even drive, I would regularly ride my bike to a local restaurant to buy a copy of the Wall Street Journal and read every word.

Advising clients for nearly two decades, I started my career helping high-net-worth clients navigate difficult trust issues and settle complicated estates. More recently, I spent 10 years leading the transformation of a community bank trust department managing $3.7 billion, into a fast growing, modern, full-service wealth management firm managing more than $10 billion.

Fascinated by peoples’ stories, I often find myself talking in-depth with clients about the intersection of business, money, faith, family, and everything in between.

Throughout my career, I have been a regular speaker and podcast guest on a variety of personal finance topics. In addition, I hosted a popular personal finance podcast for over 6 years, earning national recognition and multiple industry awards along the way.

I graduated from the University of South Dakota with a Bachelor of Science in Business Administration, JD from the University of St. Thomas School of Law, and an MBA from the University of Notre Dame.

My wife, Diane, and I live in Sioux Falls along with our two teenage daughters.  I enjoy being active in the community, currently serving on boards for the Bishop O’Gorman Catholic Schools as well as Avera Health. When not working, I can often be found sitting next to the garden watching my vegetables grow.