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®, AIF®
CERTIFIED FINANCIAL PLANNER™
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.
Angie Curtis, CFP®
LPL Registered Representative
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...
William Wood, CFP®
CERTIFIED FINANCIAL PLANNER™
(937) 433-4139
Matt Byers
LPL Registered Representative
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.
Vicky Mattison-Leguillon
LPL Registered Assistant
(513) 624-7529
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. She worked previously as a Marketing Director for the Cincinnati...
Amy Sampier
Service Assistant
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...
Rita Hoffman
Service Assistant
(888) 528-1488
Rita Hoffman comes to Adams Wealth Management Group with over 25 years of experience in office management, client support and computer technology. Rita holds both a Bachelor’s and Master’s Degree from the University of...