Our Team

Adam specializes in the Wealth Management and Risk Mitigation and has served in the financial services industry for over 15 years. He specializes in retirement planning and holds his Certified Plan Fiduciary Advisor (CPFA) designation along with his FINRA Series 7 and 66 licenses held through LPL. Adam earned his undergraduate degree from Cornell University, and has an extensive background in the soccer community, both as a former professional player and coach.  

The AIM team prioritizes our fiduciary responsibility seriously and approaches every client relationship with care, integrity, and a long-term perspective. Adam treats his clients like family while recognizing that each individual’s goals, priorities, and circumstances are unique. By taking the time to truly understand what matters most to each client, Adam is able to create personalized financial strategies, navigate market volatility with confidence, and identify opportunities that support lasting financial success.

Adam’s advisory philosophy is informed by a distinguished history of leadership and service. Previously, he was elected and served in public office as President of the Temecula Valley Unified Board of Education, was Head Soccer Coach at Temecula Valley High School and Great Oak High School, and was a youth club director in both Murrieta and Carlsbad. Additionally, he worked as a talent scout for the U.S. Women’s National Soccer Team, and as a board member of Our Nicholas Foundation, a non-profit organization dedicated to improving the lives of local autistic youth. These roles strengthened his perspective on governance, discipline, collaboration, and long-term decision-making—principles that continue to guide his work as a professional financial advisor today.

Adam and his wife Jennifer, and accomplished Guidance Counselor, have been residents of the Temecula Valley for over 20 years and have three incredible children.

Ellen develops and maintains all client relations initiatives with an emphasis on enhancing the level of client service and support being delivered to our valued clients. She brings a responsive approach to all of her duties, which include being accessible for clients and getting questions and requests fulfilled in an accurate and timely manner. Ellen has been married to her husband, Mike, for 32 years and they have 2 daughters, Jordan and Riley.

Sara Jaurequi is a strategic advisor specializing in art collecting, philanthropy, and cultural partnerships for ultra-high-net-worth individuals and families. With over 15 years of international experience, Sara has advised collectors, family offices, and institutions on art acquisition, stewardship, and cultural engagement across major global art markets.

She has lived and worked in New York, London, Paris, and Switzerland, and maintains an active international practice through ongoing involvement in global art fairs and philanthropic initiatives.

Previously, Sara served as Head of Global Arts & Culture at Parley for the Oceans, where she led international cultural programs and partnerships with artists, museums, and institutions. Her work has included collaborations with leading cultural and financial organizations and the development of art-driven initiatives aligned with sustainability and philanthropy.

Sara brings a discreet, client-focused approach, supporting private clients and advisory teams in navigating complex considerations related to art, philanthropy, and cultural legacy within a global wealth management framework.

Her work complements the firm’s holistic wealth management approach by supporting thoughtful stewardship, cultural engagement, and long-term legacy planning.