From Rock Bottom to Redemption: Adam’s Journey

Adam grew up like many others.

With dreams, a desire for more, and a deep need for direction. But by the time he hit 22, everything was falling apart. He had made personal decisions he would come to regret. Financial stress was mounting. Spiritually and emotionally, he was empty.

He had hit what he now calls “the absolute bottom.”

“Everything I tried on my own strength—relationships, money, even religion—it just wasn’t working. I was lost. Angry. Broke. Broken.”

That rock bottom became his turning point.

At 23, Adam made a decision that would change the rest of his life:

He surrendered.
He gave his life fully to God.

This wasn’t just a religious pivot. It was a radical shift in how he saw everything—his time, his money, his relationships, and his mission.

He soon enrolled in seminary and began leading youth ministry. He didn’t know then that this season of ministry would give him two of the most powerful tools in his toolbox today:

1. The ability to listen with compassion, and
2. The calling to serve with integrity.

“I never thought I’d be in finance. But I knew I was called to help people live with purpose, not paycheck to paycheck.”

While still in his twenties, Adam and his wife began leading a private Christian school in Florida. They faced serious infrastructure and compliance challenges—building code violations, poor funding, staffing instability. But they transformed it. Together, they created a safe, structured, purpose-driven environment for families, children, and staff.

This experience—cleaning up a broken system, building a team from scratch, casting vision while honoring people—would later define how he approached financial strategy.

“Running that school showed me how to lead with both compassion and discipline. It also showed me that systems matter. You can’t build anything sustainable on good vibes alone.”

The real spark came a few years later when a family asked Adam for help. They were struggling financially, but no one had ever taken the time to educate them. Not just sell them something—but guide them.

Adam applied the same faith-driven, integrity-first mindset from his ministry and school leadership background. He helped them uncover hidden opportunities in their insurance policies, redirect cash flow, and structure an IUL (Indexed Universal Life) policy that gave them flexibility they didn’t think was possible.

With that one family, everything clicked:

“This is what I’m meant to do. Help families gain financial independence—not with hype, but with wisdom.”

That one family used their new-found financial breathing room to take a vacation for the first time in years. Later, they upgraded their home. And the husband, once overwhelmed by the weight of providing, stood up straighter—because now he had control over his financial future.

It wasn’t just about numbers.
It was about financial sovereignty, purpose-driven wealth, and building a secure future.

Today, Adam works with executives, business owners, retirees, and families across the U.S. But the mission hasn’t changed.

Grundy’s Consultancy isn’t about sales quotas.
It’s about transformation.

We teach Wealth Mastery through the lens of responsibility, legacy, and financial empowerment. Whether it’s through a customized IUL strategy, a debt-to-wealth plan, or a tax-free retirement design, the heart remains the same:

“Money is a tool. Freedom is the goal. Stewardship is the method.”

Adam often says that finance is just the surface conversation. The real goal?
To give clients the power to make life-changing decisions for their future—and for the generations that follow.

If you’re feeling financially stuck, if you’re overwhelmed by what you don’t know about wealth building, or if you’re just looking for a guide who actually listens and puts faith before profit…

We want to meet you.

Grundy’s Consultancy was built for people like you—those who know there’s more and just need someone to walk beside them.

Ready to take the first step toward your own transformation?