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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 >

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

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 working to become a third generation Financial Planner, 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.  He is currently a 2017 Level 2 Candidate in the CFA Program.

 

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.

 

 

DAN JESSOP

Financial Advisor

 

Dan is responsible for business development and marketing.  He works almost exclusively with Adams Wealth Advisor retiree clients.  His knowledge and experience with the concerns and questions of individuals in or near retirement is invaluable to Adams Wealth Advisors.  Dan is a lifetime resident of Cache Valley, and has a Bachelor’s Degree in Business Management from Utah State University.

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 seven years of experience in the financial services industry and specializes in Utah Retirement Systems and retirement programs.  In 2008, 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. Most recently, 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 and his family 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

KARRIE SHELTON

DIRECTOR OF CLIENT RELATIONS

 

Karrie is the director of client relations for Adams Wealth Advisors. Karrie works closely the team in providing operational support and superb service to clients.

 

Karrie has previous experience working as an office manager with a construction company for several years. She also worked with 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 family, running marathons, and participating in sports including softball and volleyball.

Riley S. Crosbie, CFP®, CPA

Director of Financial Planning

 

Riley is the Director of Financial Planning at Adams Wealth Advisors.  He is responsible for providing comprehensive financial planning services for existing clients.  Riley is a Certified Financial Planner & Certified Public Accountant in the state of Utah.  He spent close to two years working in public accounting helping clients with individual and small business income tax preparation.  Riley received his Master’s degree in Accounting with an emphasis in Personal Financial Planning from Utah State University. During his time on campus Riley was involved with several student organizations and served as the President of the Financial Planning Association.

 

Riley enjoys traveling with family, especially to Yellowstone and surrounding areas to enjoy the outdoors.  He is an avid sports fan and loves following whatever sport is in season.  Riley and his wife, Whitney, have one daughter.

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All companies listed are separate unaffiliated companies.

 

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