HEAPY is pleased to announce that Adam Sandahl has joined the firm as Chief Strategy Officer (CSO) successor, effective October 13, 2025. This appointment represents a key milestone in the firm’s executive succession planning as current CSO Joe Ferdelman prepares for retirement in March 2027.
The strategic appointment demonstrates HEAPY’s commitment to proactive leadership planning and organizational sustainability. By implementing a structured succession process with an extended transition timeline, HEAPY ensures continuity in strategic vision, client relationships, and operational excellence.
Adam brings three decades of business transformation and strategic leadership experience to HEAPY. Throughout his career, he has demonstrated expertise in aligning organizational objectives with strategic initiatives, building sustainable business growth, and fostering strong client relationships.
“Executive succession planning is critical to HEAPY’s long-term success and our ability to serve clients with consistency and excellence,” said Mark Brumfield, Chief Executive Officer. “Adam’s extensive background in business strategy and organizational development makes him ideally suited to guide our continued growth. This thoughtfully structured succession plan, with a comprehensive 17-month transition period, ensures we preserve institutional knowledge while bringing fresh perspectives to our strategic leadership.”
Adam’s career spans senior leadership positions at prominent firms, including Vinings Management Corporation, Lion Street, and Nationwide Financial, where he led business development, managed complex transformations, and consistently exceeded organizational objectives. He holds a Bachelor of Science in Management with Computer Applications from Worcester Polytechnic Institute and maintains professional designations including REBC, ChFC, and CLU.
The succession plan includes a structured transition through March 2027, during which Adam will work closely with Joe Ferdelman to ensure seamless continuity in strategic direction, deepen relationships with clients and partners, and fully integrate into HEAPY’s culture and operations. This approach reflects industry best practices in executive succession and reinforces our commitment to sustainable growth and leadership excellence.
