The Team

Our Advisors

Nicholas Adamson

Nicholas Adamson

Private Wealth Advisor

More about me...

Designations

CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

Bachelor of Arts in Economics; Cornell College, Mt. Vernon, IA

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Our Staff

Dakotah Hale

Dakotah Hale

Operations Director

Destinee DeHart

Destinee DeHart

Financial Planning Specialist

Sherrie Sawyer

Sherrie Sawyer

Administrative Assistant