At Adams Wealth we provide a team based approach to managing your wealth, because we believe this is the best possible way to service you. This approach provides our clients with advanced communication opportunities, a meticulous attention to detail and access to a variety of expertise and credentials. Planning is the core of everything we do at Adams Wealth Advisors, and our expert team of Advisors is our driving force.
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S. CRAIG ADAMS, CFP®
Craig Adams is the Managing Director of Adams Wealth Advisors. He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis.
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RILEY S. CROSBIE, CFP®, CPA, NSSA®
Riley’s primary role as a Senior Advisor is to care for and serve our clients in helping them identify and meet their retirement & financial needs. He works closely with our other advisors & team members in developing and presenting financial plans & communicating our unique, and tailored investment strategies.
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DOUG PETERSON, CFP®
Doug is our Director of Financial Planning at Adams Wealth Advisors. He works throughout the entire financial planning process. This includes from initial client contact, to developing the financial plan and then consistent follow ups.
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ERIN REED, CFP®, CEP®, CPA
Erin is the Financial Planning Specialist in our Planning Division. She is responsible for advising clients on a range of personal finance topics, but she specializes in tax and estate planning.
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JACE COX
Jace Cox is a Financial Planning Specialist, and loves connecting with new people and looks forward to building lasting relationships with all of our great clients here at Adams Wealth Advisors.
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BRENDAN DENNIS, CFP®
Brendan is responsible for overseeing all aspects of financial planning services within the firm, and the expansion of our Southern Utah office.
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JAEDEN MAY, CFP®, CPA
Jaeden is a Financial Planning Associate and Client Service Specialist at Adams Wealth Advisors. She works diligently with the planning team to prepare detailed and comprehensive financial plans.
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JONATHAN DURSTELER, CRPS®
Jonathan is a Financial Planning Specialist and holds the designation of Chartered Retirement Plans Specialist. He specializes in managing and advising on 401(k), and other retirement plans.
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Disclosure:
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.