Adam K.

Adam K. is an experienced financial professional currently serving as an Internal Revenue EP Agent at the U.S. Department of the Treasury since August 2023, where Adam conducts independent examinations of complex income tax returns. Prior to this role, Adam worked as a Client Services Associate at Vanguard, excelling in problem-solving and client communication. Experience includes a Tax & Audit Summer Internship at YHB | CPAs & Consultants, a brief position as a Financial Services Professional at New York Life Insurance Company, and roles in sales and consulting with Strategic Retirement Solutions LLC, SMC, and Aflac. Adam's background also includes a training period as a Software Engineer at Mindtree and military service as a Soldier in the U.S. Army. Academically, Adam holds a Master’s degree in Financial Planning and Services from The University of Georgia and is pursuing a Master’s in Taxation at Liberty University, alongside a Bachelor's degree in Accounting from Kennesaw State University and a Pre-Medicine degree from The University of Georgia.