Our Team

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 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...