Adam Sokolic

Adam Sokolic


Wise Rhino Group


Firm focused on assisting Retirement Plan Advisory firms with growth through partnership strategies.

DEEPP Consulting

Founder/Lead Consultant

Provided retirement focused advisor practices with leveraged client experience strategies.

American Century Investments

SVP Head of Retirement & Client Marketing

Senior member of the Americas Distribution Team leading retirement strategy and client marketing.

LPL Financial

SVP Retirement

Senior member of the retirement plan division responsible for creation, maintenance and support of all retirement plan advisor facing products and services.

National Retirement Partners

Senior Vice President-Operations

Managed all business operations focusing on the development of the tools and services that the firms’ retirement focused advisors provided to their corporate clients.

Adam Sokolic


Personal Profile

Adam currently resides in Kansas City, MO with his partner Brandi and dog, Murphy. He is an avid road cyclist, riding upwards of 200 miles a week and has completed countless 100 mile plus rides over the years. In addition to riding, he spends his free time listening to vinyl, traveling, and seeing live music. This of course is in addition to eating BBQ and drinking bourbon!


Langhorne, PA


Pennsylvania State University

Top 5 Albums of all time:

Sneakin’ Sally Through the Alley – Robert Palmer

Waiting for Columbus – Little Feet

Dark Side of the Moon – Pink Floyd

Exile on Main Street – The Rolling Stones

Graceland – Paul Simon

Musical artist you would most like to have a meal with (alive or dead):

David Byrne

Song Lyric that best describes you:

One good thing about music

when it hits you

you feel no pain

-“Trenchtown Rock” – Bob Marley

Musical Artist you would most like to see perform (alive or dead)

Jerry Garcia