Adam A. Briggs | President
Adam Briggs has been at Briggs Financial Group since 2001, after working for a larger investment management firm in Cleveland, Ohio. He specializes in working with business owners, multi-generational wealth transfer and philanthropic estate planning. He holds the Series 7 and 63 securities registrations, is an Investment Advisor Representative of Voya Financial Advisors, and has a Chartered Advisor in Philanthropy designation. He has a degree in Economics from Ohio University.
Adam lives in Wooster, Ohio with his wife Vikki and their three children, and enjoys golf, skiing and most outdoor activities. He serves on the Board of Directors of the Fund For Our Economic Future, BVU, the Center for Non-Profit Excellence, Main Street Wooster, and sits on the Advisory Board of the Wayne Economic Development Council.
David M. Briggs, CLU, ChFC | Founder
David M. Briggs is the founder of Briggs Financial Group. For over 41 years he has been serving his clients in the areas of estate and financial planning, philanthropic planning, intergenerational wealth planning, and business succession planning. He primarily works with closely held family businesses and entrepreneurs, but has clients in various fields and professions.
David Briggs is a Chartered Life Underwriter and a Chartered Financial Consultant; and a Investment Advisor Representative with Voya Financial Advisors.
In addition to his industry specific designations, David Briggs obtained a bachelorís degree in Civil Engineering from Ohio University and a Masters of Science in Financial Services from the American College.
David was discharged from the US Army Corps of Engineers as a Captain after service in Germany and Vietnam. He has been active on the boards of the Wayne County Community Foundation, Rotary, Boy Scouts, Wooster City Income Tax Board of Review, Main Street Wooster, his church and his professional associations.
Adam J. Starr | Director of Investment Advisory Services
As the Director of Investment Advisory Services, Adam Starr designs the investment portfolios for Briggs Financial Group clients. His primary focus is helping clients with retirement planning, but he advises clients with a wide array of investment goals. Adam is open to new clients looking for help growing or maintaining their investment assets in a volatile world.
Adam previously worked with large endowments, foundations, and pension plans from across the country while at Oak Associates in Akron, Ohio. He came to his position at Briggs Financial Group in 2006 with the desire to help individual investors within his own community.
Adam graduated summa cum laude from Mount Union University with a BA in Finance. He has twelve years of experience in the investment industry. He holds the Series 7 and Series 66 securities registrations and is an Investment Advisor Representative of Voya Financial Advisors.
A lifelong Wayne County resident, Adam lives in the Wooster area with his wife, Kate, and their children, Lexi and Luke. They are active at their church, Shreve United Methodist. Adam enjoys golfing, biking, running, and spending time with his family. Adam currently serves on the Board of Trustees at The Village Network, The Boys Village Foundation, Wooster Rotary, and Triway Rec Baseball. He also is a volunteer coach for Triway Youth Baseball, YMCA Flag Football, Upward Basketball, and Triway Football.