At Kindred Wealth, our team is united by our mission to turn financial guidance into a lasting relationship built on shared values, mutual respect, and personal connection. Serving clients nationwide with offices in Norman, Oklahoma, Murfreesboro and Nashville, Tennesee. We offer a collaborative, relationship-based approach to financial planning. Our advisors work together—not in silos—so you benefit from the full depth of our knowledge, experience, and care. Whether you're focused on retirement planning, investment strategies, tax-efficient wealth management, or multi-generational planning, our team is here to help you align your money with your life. We take pride in walking alongside you through every season, offering financial clarity, consistent support, and a long-term commitment to your goals.
At Kindred Wealth, you're more than a client—you’re part of a kindred community guided by trust, purpose, and a shared vision for your financial future. Let our team be your trusted partner in building a financial life that reflects what matters most. Connect with us on Facebook!
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Meet our resident Data Chaser—a sci-fi loving, mac-n-cheese craving, animal-whispering numbers wizard. Raised on a dairy farm, she knows the meaning of hard work and care (especially when it involves pets or people). When she’s not crafting financial plans, she’s curled up with a book, working on a craft project, or enjoying life with her loyal crew: Odie, Sunny, and Sally the cat-princess.
Series 7 and 66
Chartered Retirement Planning Counselor™
Financial Paraplanner Qualified Professional™
Accredited Portfolio Management Advisor™
Financial Paraplanner Qualified Professional®
Accredited Portfolio Management AdvisorSM
With 12+ years at Ameriprise, Erika Miller ensures seamless daily operations for Adam’s Teams while delivering exceptional client service. She excels at resolving issues quickly, anticipating challenges, and managing scheduling with precision. Known for her friendly, solution-oriented approach, Erika creates positive client experiences. She cherishes time with her husband, father, two grandkids, son, and daughter-in-law.
Our go-to Utility Department, Sara Ford jumped into finance right after college (shoutout to her first “big girl” job!) and found herself thriving in operations. She manages everything from client service to team training—all while dreaming of being a stay-at-home dog mom to Scout and Belle. Fueled by cheese fries, rom-coms, and a love of helping others, Sara keeps us all running smoothly.
FPQP® – Financial Paraplanner Qualified Professional®
Meet Wendy Heiser, our office cheerleader and encourager extraordinaire. Though she once dreamed of studying genetics, she found her calling in when she started at the front desk, discovered a true passion for connecting with people, supporting clients and advisors. Powered by Pad Thai, she laughs at “What About Bob?” and unwinds with WWII or pioneer fiction.
Once a teacher and always a helper at heart, our Defender Against Anarchy joined the team after relocating to Tennessee. Whether she’s solving problems behind the scenes or keeping things running smoothly, she does it with heart, humor, and a love for King crab. When she’s off the clock, you’ll find her watching All Creatures Great & Small or revisiting The Quiet Man.
Once an aspiring astronaut, now launching financial plans into orbit. After shadowing a financial advisor in high school, the passion was set. A Finance grad from the University of Oklahoma, Aiden went from intern to full-time in just a year. Favorites include Uncut Gems, The Office, Formula 1, and SpongeBob—and his attention to detail is lightyears ahead.
Meet Kylee, our “Client Care Songbird,” known for bringing warmth and harmony to every client interaction. Introduced to the team through family friends, she supports daily operations and ensures clients feel valued and cared for. A fan of Reba and Life as We Know It, she loves Alfredo pizza with spinach and time with her long‑haired Chihuahua, Waylon Brooks.
Meet our Cultivator of Future Prosperity. After slipping his resume under the door—literally—Joe joined the team and never looked back. He helps clients thrive by assisting in meetings, managing accounts, and keeping everything running smoothly. He’s a steak-and-cinnamon-roll guy (not together!) and secretly wanted to be a pro athlete.
SIE, Series 7, Series 63, Series 65, Life Insurance, Health Insurance
· Bachelor of Arts in Economics
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