Adam K. McKell, CPA
As an Advisor, our clients work with Adam directly in the development and ongoing review of their wealth planning. From investments to tax, insurance, retirement and estate planning, Adam helps clients navigate the risks they face in order to help them achieve their goals. He very much embodies our comprehensive, detailed, holistic focus and passion for delivering optimal solutions. Adam is deeply involved in the growth of our practice and heads up the Investment Advisory, Tax and Social Security Planning capabilities of the practice.
Prior to formally joining McKell Partners in 2015, Adam began his career with Ernst & Young’s wealth & asset management practice in New York City providing audit & advisory services to large institutions and investment companies like private equity groups, hedge funds and mutual funds. He later led financial statement audit teams at Grant Thornton LLP as a Senior Associate and worked closely with CFOs and Controllers of many publicly-traded and private companies across a variety of industries – primarily financial, technology and real estate.
Adam is an Eagle Scout and served as a full-time church missionary for two years in Brooklyn, NY where he also became fluent in Cantonese Chinese. He is CPA, Series 65 securities licensed, holds insurance licenses and graduated from Brigham Young University with a BS in Accounting and a second concentration in Chinese. Away from the office, Adam enjoys riding his bike to the beach and spending time with his wife Christy and two children.