Adam Taggart is the founder and former president of Wealthion, a financial advising and literacy platform. He interviewed the director of our New York office, Steve Greene, in 2015 for his previous venture, Peak Prosperity.
Adam’s aptitude test results with the Johnson O’Connor Research Foundation gave him the confidence to make the leap from corporate executive to entrepreneur. Listen to the interview and read more about Adam’s experience with aptitude testing here or hear him talk about the value of aptitude testing with JOCRF in an October 2022 Wealthion video here.
Adam’s newest venture is Thoughtful Money. You can find him on Twitter @menlobear and @thoughtfulmoney.