Adam Bray, CFP®

Chief Investment Officer

Adam offers our clients a service not all financial planning firms have — in-house research — and dedicates much of his time to monitoring and understanding the financial markets. Adam, a financial advisor who earned his designation as a Certified Financial Planner™ professional in 2013, is working to earn additional licensing to add more value to the service we deliver clients.

Adam has been a member of The Bishoff Financial Group since 2010. When he is not with clients, Adam can often be found studying for his licensing exams, or using his office window to write equations. He is an Ohio University alumnus, die hard Notre Dame Football fan, and a Master Mason. He also enjoys fishing, soccer, and spending time with his wife Kate.

Adam's additional designations are:
  • Securities Registered in Ohio and Florida
  • Accredited Investment Fiduciary, AIF®
  • Life, Accident and Health Insurance Licensed
  • Series 7 Securities Registered Representative
  • Series 66 Securities Registered Representative