Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


 
Dwayne E Adams, CFP®, RFC®

Dwayne E Adams, CFP®, RFC®, AIF®

CERTIFIED FINANCIAL PLANNER™

(937) 433-6500
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Dwayne has been a financial advisor in the Miami Valley for over 22 years, starting out with Edward Jones and then opening up his own firm, Adams Wealth Management Group, Inc. in 1999.

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Angie Curtis, CFP®

LPL Registered Representative

(937) 433-6500

Angie Curtis, CFP®, brings over 20 years of experience working with individuals primarily in the area of Financial and Retirement Planning. She is committed to establishing a solid relationship with her clients and providing quality financial strategies.

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William Wood, CFP®

CERTIFIED FINANCIAL PLANNER™

(937) 433-6500

Bill is a CERTIFIED FINANCIAL PLANNERTM and has been a financial advisor in the Dayton area for more than 20 years. An LPL Registered Representative for several years, Bill joined Adams Wealth Management Group in 2015.

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Matt Byers, AIF, CRPS

Matt Byers, AIF, CRPS

LPL Registered Representative

(937) 433-6500

Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market.

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Bob Caperna

Bob Caperna

LPL Registered Administrative Associate/Assistant

(937) 433-6500

Bob has extensive knowledge and several years of experience in the financial services industry. Before joining LPL Financial and AWM, Bob was a Registered Representative with New York Life.

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Vicky Mattison

Vicky Mattison-Leguillon

LPL Registered Assistant

(513) 624-7526
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Vicky is a LPL Registered Assistant in our Cincinnati office who holds her Series 6, 63 and 65 registrations through LPL Financial as well as Life & Health Licenses.

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Rita Hoffman

Rita Hoffman

Office Manager

(937) 433-6500
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Rita Hoffman comes to the Adams Wealth Management Group with over 12 years of experience in office management, client support and computer technology. She holds both a Bachelor's and Master's Degree from the University of Dayton.

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Amy Sampier

Amy Sampier

Service Assistant

(937) 433-6500
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Amy Sampier has joined Adams Wealth Management Group with over 19 years of combined office management and customer service experience. Prior to Adams Wealth, she worked as the Administrative Assistant to the CEO of Paper Systems Inc...

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Strategic Alliances

The individual(s) listed below are not affiliated with Adams Wealth Management Group or LPL Financial.

Dick Spies

Dick Spies

Certified Exit Planning Advisor

(937) 433-6500

Dick is a Certified Exit Planning Advisor (CEPA), a member of the Exit Planning Institute, and an Executive Associate accredited by The Institute for Independent Business.

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Nancy Frank

Nancy Frank

Long Term Care Insurance Specialist

(937) 433-6500

Nancy started her career as a Systems Analyst with NCR, specializing in Wholesale/Distribution Systems. She served as Controller for multiple mid-size companies and also was a part owner of a local family business.

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