Adam Kohler, CFP®

Director of Financial Planning

Adam Kohler oversees the financial planning process at JJ Burns. He helps to simplify the complexities of clients’ financial lives in order to assist them on the path toward realizing their short and long-term goals. Adam also manages the planning team, researches financial planning strategies, and provides educational seminars to advisors, business partners, and clients.

Adam holds a B.A. in Philosophy from Dowling College and an M.A. in Philosophy from Stony Brook University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

On the personal side

Adam lives in Babylon, New York with his wife Jessica and daughter Lily. He hasn’t shot an apple off anyone’s head yet, but does indulge in target archery whenever he gets a chance. On a tamer note, Adam also loves to play board games.

What Adam brings to the table

Adam can’t cook, but holds his own as the designated cocktail master, mixing a mean Old Fashioned at family functions.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager