For more than 10 years, Adam Causey provided tax and consulting services for closely held businesses and individuals. He joined Jackson Thornton Asset Management in 2014 where he advises clients on wealth management strategies and planning. In addition to being a CPA, Adam also holds the Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®) designations. Adam also serves as JTAM’s Chief Compliance Officer.
Adam is a past president of the Jackson Thornton Young Professionals group and a former board member for the Alabama Society of Certified Public Accountants and the Montgomery Museum of Fine Arts. He served as Treasurer of EMERGE, a program of Leadership Montgomery. Adam is also a member of the Leadership Montgomery Class of XXXII and a former member of the Auburn University Alumni Association Board. He received his undergraduate degree from Auburn University Montgomery and was named Outstanding Young Alumnus by their College of Business in 2016.
Adam holds professional membership in the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.