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 >

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.

 

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.

DAN & STACEY

JESSOP

Medicare Specialists

 

Dan and Stacey are responsible for business development and marketing.  They work almost exclusively with Adams Wealth Advisor retiree clients.  Their knowledge and experience with the concerns and questions of individuals in or near retirement is invaluable to Adams Wealth Advisors.

 

Dan has worked 25+ years in Business Management positions with various companies such as Bourn’s, Icon Health and Fitness, Barco Media, and Inovar. The past 10 years as a licensed insurance agent.  In 2014, Dan & Stacey founded Jessop Retirement Services Inc.  They also partner with Senior Benefits Insurance Services who was awarded “Best of State” in 2017.

 

Dan and Stacey love what they do because of the people they get to meet through employer and community sponsored group meetings or in one-on-one individual meetings. They are very passionate about helping individuals navigate through the complex maze of understanding Medicare and in simplifying the whole process. They are dedicated to providing accurate, up-to-date information. They adhere to the principles of honesty, professionalism and integrity; values that have earned them the confidence and long-term trust of the individuals and clients they are proud to serve.

 

Dan and Stacey have 5 children and 6 grandchildren. When not at work they love spending their time with family. They enjoy golfing, skiing, camping, 4-wheeling, and vacationing.

 

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!

TANNER DANCE, CFA

DIRECTOR OF RESEARCH & TRADING

 

Tanner Dance is the Director of Trading and Research, focused on portfolio analysis, proprietary quantitative research, trading and rebalancing.  He has deep roots in Cache Valley and is a third-generation member in the financial industry following Harold and Brad Dance.  He graduated Cum Laude in Finance from the Huntsman School of Business at Utah State University with a minor in Personal Financial Planning.

 

Tanner was highly recruited by the Adams Wealth Management Team and has developed exceptional expertise in Risk Analytics and Portfolio Analysis along with overseeing the Trading and Research Division of our Proprietary Risk Mitigation and Dynamic Strategies.

 

While away from the office, Tanner enjoys spending quality time with his one son, Jameson, and wife, Paige. A former division 1 tennis athlete, he’s spent many hours teaching children and adults in the community. Tanner also enjoys the game of golf, reading market research books, traveling, and learning new things.

 

 

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.

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 loves to help Client achieve their livelong 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 BOHM CFP®

Director of Business development

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.

 

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.

 

MaryJo Noble

CLIENT RELATIONS SPECIALIST

 

MaryJo is a Client Relations Specialist at Adams Wealth Advisors where she oversees exceptional service in onboarding and clients ongoing needs.

 

Mary Jo has over 20 years experience in the Service field including working as an office manager and dental assistant. She spent over 17 years working in the local education system. She worked with school counselors helping students build and plan their educational and vocational future.

MaryJo is a local grown Cache Valley native and is proud of her roots and many friends in the valley. She studied at Ricks College (BYUI) and Utah State University.

 

MaryJo served on the board of the Cache Theatre company helping direct and produce various productions in the community.  In her spare time, she enjoys eating hot tamales, crafting and supporting her husband Brad, and two daughters with their stage and dance performances.

 

Riley S. Crosbie

CPA, CFP®

Director of Financial Planning

 

Riley is the Director of Financial Planning at Adams Wealth Advisors.  He is responsible for overseeing all aspects of financial planning services within the firm.  Riley also serves as a Relationship Manager and works as the primary contact for many of the firms’ clients. Prior to joining Adams Wealth, Riley worked as an independent financial planner.

 

Riley is a CERTIFIED FINANCIAL PLANNER™, a designation that which only 20 percent of all financial advisors have received. Riley 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 one daughter.  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.

 

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All companies listed are separate unaffiliated companies.

 

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