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Welcome to Adams Associates

Fresh out of university in August 1987, I began this journey thinking I would change the world.  It didn’t take long to figure out that I didn’t know what I didn’t know.  So, I committed to learning my profession from the ground up and by doing only what I knew confidently I could do very well.

Some 32 years later, I am still a Financial Services Advisor, a broker and an entrepreneur.  I learned one important thing long ago and that was to do only what I knew I could do confidently.   And, with that mindset, I have helped many families and businesses with their planning needs, from basic family financial planning to more complex corporate succession and estate planning issues.  I am very hands-on and work with only a small group of clients to ensure they always get what they need from me.  My business grows simply by referral and word-of-mouth promotion, and has for the past 20 years. 

It would be a privilege to discuss your planning needs and help you get to where you need to be.