As Director of Wealth Management Operations & Training, Adria is responsible for specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating financial planning software and tools to improve the client experience at Hamilton Capital.
A CERTIFIED FINANCIAL PLANNER™ professional, Adria previously served as a financial advisor in the Washington, D.C., metro area. Recognizing the complexities of Social Security and the critical role it often plays in someone’s retirement, Adria became a National Social Security Advisor Certificate Holder. She is a subject matter expert on Social Security planning for the firm’s financial planning team and all of its clients.
Adria is passionate about educating and training financial advisors, and believes this is how she can have the greatest impact on the financial services industry. This also drives her to help others outside of her professional duties at Hamilton Capital, serving as the President for the Central Ohio Chapter of the Financial Planning Association.
A Defiance College graduate, Adria holds a bachelor’s degree in finance and management, with a minor in economics, as well as a Certificate of Financial Planning from Georgetown University.
Adria is a self-professed “foodie” and wine lover, and enjoys running and traveling. She has a commitment to helping others – serving as a team leader for Habitat for Humanity, and is a frequent donor to Locks of Love.
