Adams Wealth Management Group - 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.

 

Meet Our Team

Angie Curtis headshot

Angie Curtis CFP®

LPL Registered Representative

Angie Curtis, CFP®, brings over 30 years of experience working with individuals primarily in the area of Financial and...

Matt Byers headshot

Matt Byers

LPL Registered Representative

Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill...

Vicky Mattison-Leguillon headshot

Vicky Mattison-Leguillon

LPL Registered Assistant

Vicky is a LPL Registered Assistant in our Cincinnati office who holds her Series 6, 63 and 65 registrations through LPL...

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Amy Sampier

Client Services Assistant

Amy Sampier has joined Adams Wealth Management Group with over 19 years of combined office management and customer...

Daniel Adams

Daniel grew up in Centerville Ohio, graduating from Centerville High school in 2017. He recently graduated from Wright...