Adam Talmadge, CFP®, SE-AWMA™

Mr. Talmadge joined Simon Quick in December 2019 and currently serves as an Associate on the Client Advisory Team. In this role, he supports Partners and Client Advisors in delivering financial planning services, investment strategies, and coordinating client communications. He is also a member of the firm’s Client Experience Committee, which aims to improve the overall client experience at Simon Quick. Adam also co-leads the firm’s tax coordination team, which provides clients and their CPAs with timely coordination and organization of tax documents.

Prior to joining the firm full-time, Mr. Talmadge interned with Simon Quick during the summer of 2017. Following his graduation, he served as a Client Service Associate, supporting the Client Advisory team with client onboardings, document execution, client requests, and processing money movements.

Adam graduated with a BAA and MBA from St. Bonaventure University. During his time there,  he held multiple leadership roles in the university’s student investment club (SIMM), overseeing a portfolio exceeding $400,000. He was also an active student leader in Enactus, a non-profit organization that holds an annual service trip to Freeport, Bahamas.

Adam became a Sports & Entertainment Accredited Wealth Management Advisor^SM in 2023 and a CERTIFIED FINANCIAL PLANNER^® practitioner in 2025. Outside of work, he enjoys playing volleyball, hockey, serving his church, and following his favorite teams, the Buffalo Bills and St. Bonaventure Basketball.