Adam Steck

Adam Steck is an experienced Senior Client Service Associate and Client Services Administrator at Simon Quick Advisors, LLC. Previously, Adam worked as a 401(k) Specialist at JFL Total Wealth Management. Adam excelled at overseeing corporate retirement accounts, collaborating with senior leadership, analyzing investment lineups, and managing compliance tests. Their extensive experience includes working with vendors like Fidelity and Principal. Additionally, Adam held various leadership roles in organizations like Kappa Sigma Fraternity and Ramapo College Student Government Association while earning a Bachelor of Science in Finance from Ramapo College of New Jersey.