Our Team
Clint Adams CFP®, CDFA®
Principal & Wealth Advisor
(214) 446-0978
Clint Adams, CFP®, Principal & Wealth Advisor, grew up in Temple, Texas, attended Texas A&M and graduated with a degree in Finance from Sam Houston State University in Huntsville. Clint is married with two kids and enjoys fishing,...
Kelli Bolton
Director of Client Services
(214) 446-0978
Kelli Bolton comes to us with almost twenty years of experience in the financial services industry and currently serves as our Director of Client Services, in-house notary and life of the office! She began her career at Northwestern...