S. CRAIG ADAMS, CFP®

MANAGING DIRECTOR

 

Craig is the Managing Director of Adams Wealth Advisors. He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis. He has 20+ years of experience working at major financial advisory firms, including his most recent role as Senior Portfolio Manager at Morgan Stanley Smith Barney. Craig has acted in a portfolio manager capability since 2001 and continues to work with client portfolio strategies. For over two decades, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Northern Utah.  Did we mention he is an avid water skier?  If he’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat.   The entire Adams Family loves nothing more than an adventure filled day at the lake!

Riley S. Crosbie,

CFP®, CPA, NSSA®

Partner / Senior Advisor

 

Riley is a Senior Advisor at Adams Wealth Advisors.  Prior to joining Adams Wealth, Riley worked as an independent financial planner.  Riley is a CERTIFIED FINANCIAL PLANNER™.  He is also a licensed Certified Public Accountant in the state of Utah and spent the first few years of his career working in public accountant assisting individuals with their tax needs.  Riley received his Master’s degree in Accounting with an emphasis in Personal Financial Planning from Utah State University.

 

Riley is a Cache Valley native.  He and his family reside in Providence.  Riley’s wife, Whitney, is a Kindergarten Teacher, and they have two daughters.  Riley enjoys traveling with his family and experiencing new things.  You can always find Riley planning their next adventure.  He is an avid sports fan and loves following whatever sport is in season.

Dylan Nielson, CAIA

RESEARCH AND COMPLIANCE ANALYST

 

Dylan is a Research and Compliance Analyst at Adams Wealth Advisors. Dylan provides detailed analytics to the Portfolio Management Team consisting of detailed research, trading tactics and enhancement, and quantitative analysis. He also oversees the compliance and controls within the firm.

 

Dylan is a Chartered Alternative Investment Analyst Charterholder. Dylan graduated Cum Laude in Finance from the Jon Huntsman School of Business.  While attending USU Dylan was a member of the USU Rugby Team and the Finance and Economics Club.

 

In his free time Dylan enjoys watching sports especially football and rugby. He also enjoys traveling, hunting, and spending time with his wife, Lauren, and their son Hayes.

ERIN REED

Financial PLANNING SPECIALIST

 

Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She supports the firms Certified Financial Planners and Clients by preparing for meetings, research, making preliminary financial planning recommendations, and coordinating client meeting and ensures clients are comfortable with their online access and researches details to build out financial plans.

Erin studied Accounting, Economics, and Finance at Utah State University and is currently working towards her Masters of Accountancy with an emphasis in Personal Financial Planning. While on campus, she has enjoyed leadership roles in the Financial Planning Association and Real Estate Association.

When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors.

 

SCOTT HAMBLIN

DIRECTOR OF OPERATIONS

 

Scott is the Director of Operation at Adams Wealth Advisors. He is responsible for managing accounts as well as the business side finances of the firm. He is also responsible for monitoring business growth and development including Human Resource responsibilities. He has over ten years of experience managing and training employees in different work environments.

 

Scott has received three degrees from the Huntsman School of Business at Utah State University. He has a bachelor’s degree in Marketing and Business Economics, and a master’s degree in Human Resources. He has managed assets, sales and production for two Fortune 500 companies, and was instrumental in the growth and development of those companies in Logan, UT.

 

Scott was born in Southern California, but has lived in Cache Valley since May of 2000, and now calls Logan home. He enjoys spending time with his wife Amy, and his two kids Marylinn, and Tyler. Amy works as a computer teacher for a local grade school, and she has worked in the Logan City School District for over 10 years. Scott loves watching football, and attends every Utah State Aggie home football game, even in the rain or snow. He also enjoys traveling, hiking, camping, playing sports, and working in his yard.

Debbie Miles

DIRECTOR OF FIRST IMPRESSIONS

 

Debbie is the Director of First Impressions. She is there to meet and greet you, with a cheerful smile, as you come in to our office. She works with the team here at Adams Wealth Advisors, in many areas, to insure your experience is as pleasant as possible. Debbie has over 30 years of Customer Service that she brings with her.

 

Debbie has many interests outside the office. She is involved in a local Theatre Company and has performed in many productions.  She loves to act and sing, travel, snowmobile, sail, garden and most of all be a Grandma. Great adventures have been plentiful in her life.

 

OUR TEAM

With more than 50 years of collective industry experience, our team covers all aspects of your financial life and offers you insightful guidance carefully chosen to address your specific needs.  Count on us to adhere to the principles of honesty, professionalism and integrity—values that have earned us the confidence and long-term trust of the individuals and families we are proud to serve.

The Adams Wealth Advisors team meets on a weekly basis to discuss client accounts, investment allocations, and upcoming meetings.  You can feel comfortable discussing your questions with any member of our team.

 

LEARN MORE ABOUT THE TEAM >

Ryan Bohm is the Senior Financial Advisor & Director of Business Development at Adams Wealth Advisors.  He is responsible for new business acquisition as well as comprehensive financial planning for existing clients. Ryan has over ten years of experience in the financial services industry and loves working with individuals to help them reach their financial goals.

 

Prior to being recruited to Join the Adams team,  Ryan joined Beneficial Financial Group as a Financial Advisor and then went on to join Allegis Financial Partners as an Associate General Agent and an Investment Advisor Representative. During his time there he served Allegis Financial Partners in the role of Regional Director. His responsibilities included recruiting, training and managing the offices of Allegis Financial Partners between North Salt Lake City and Rexburg, Idaho.  Ryan joined Craig back in 2013 and has been instrumental in the growth and expansion of Adams Wealth Advisors.

 

Ryan is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®, Ryan loves to help client achieve their lifelong dreams and goals.

 

Ryan, Jeanna, and their four children are staples at many Utah State Athletic events.  As a former football player, there is nothing except Aggie blue running through his veins, Go Ags!  He also enjoys hitting the links with a group of friends, or dropping a dry fly on one of the local streams.

 

RYAN M. BOHM, CPWA®, CFP®

Director of Business development

TANNER DANCE, CFA

DIRECTOR OF RESEARCH & TRADING

 

Tanner Dance is the Director of Trading and Research, focused on portfolio management, quantitative, qualitative, and economic research, while overseeing the trading and operations division.  He has deep roots in Cache Valley and is a third-generation member in the financial industry following Harold and Brad Dance. He has a degree in Finance from the Huntsman School of Business at Utah State University with a minor in Personal Financial Planning.

 

Tanner is a CFA® (Chartered Financial Analyst) Charterholder, which is considered the highest distinction in the investment management profession. Fewer than one in five candidates become a CFA Charterholder. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills

 

If away from the office, Tanner enjoys spending quality time with his wife, Paige, and two children, Jameson and Stella. A former division 1 tennis athlete at Utah State University, he loves the game of tennis, both teaching and playing. Tanner also enjoys golf, skiing, reading market research books, traveling, and learning new things

KARRIE SHELTON

DIRECTOR OF CLIENT RELATIONS

 

Karrie is the Director of Client Relations for Adams Wealth Advisors. Karrie works closely with the team in providing operational support and superb service to clients.

 

Karrie has over 20 years of experience in the financial services industry.  Prior to her joining Adams Wealth she worked as an office manager with a construction company and at a CPA firm and brings her experience with money management programs, such as QuickBooks, to her position at Adams Wealth.

 

Outside of work, Karrie enjoys traveling with her husband and children.  She loves to run marathons, and participates in many sports including softball and volleyball.

 

Jonathan Dursteler

Financial Planning Associate

 

Jonathan is a Financial Planning Associate and avid member of the financial planning team dedicated to creating customized plans and advisory services for clients. Through a plethora of responsibilities, he works to collect and analyze client’s data and collaborate with the team of Certified Financial Planners and Certified Private Wealth Advisor on how to best meet the dreams and goals of every individual who walks through the door.

 

Jonathan is completing his bachelor’s degree at Utah State University with emphasis in both Personal Financial Planning and Family Finance. He is also heavily involved in the undergraduate teaching of hundreds of students and staff in mentoring their speaking presentation and delivery techniques. His focus outside of the financial planning team is also handling the 401(k), and other qualified plans, management. He plans to receive his designation as a Certified Retirement Plan Specialist before graduation.

 

Jonathan, a Cache Valley native, and his wife Carly, born and raised in Portland, Oregon, live in North Logan and enjoy the grand majority of outdoor activities. Carly is currently a 5th grade teacher and together they enjoy helping people of all ages. They can normally be found on long walks, hiking, or running whenever the weather permits.

 

BRENDAN DENNIS, CFP®

Director of Financial Planning

 

Brendan is the Director of Financial Planning at Adams Wealth Advisors*. He is responsible for overseeing all aspects of financial planning services within the firm. Brendan also serves as a Relationship Manager and works directly with the firm’s clients. He loves to help others make sense of their financial situation, create a plan, inspire them to action, and utilize planning and investing strategies to help them achieve their goals.

 

Prior to joining Adams Wealth, Brendan worked as a Financial Planning Specialist for The Insight Group in Salt Lake City, UT and as a Registered Investment Advisor for United Capital in Denver, Colorado. Brendan is a CERTIFIED FINANCIAL PLANNER™ and received his degree in Finance and Economics from Utah State University.  While at USU, he was a member of and team captain of the USU golf team.

 

Brendan and his wife, Kylie, have one little girl, Gwen. In his free time, he still very much loves to get out and compete on the amateur golf scene. He is a proud Aggie fan and loves attending and supporting local sporting events and teams.

 

RESOURCES

All companies listed are separate unaffiliated companies.

 

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