KRISTIE ADAMS

Kristie Adams has more than 20 years of experience and advises clients on accounting, tax, and wealth management matters, delivering practical guidance that supports informed financial decision-making and long-term objectives. She brings extensive technical expertise developed through experience with both public accounting and wealth management firms, serving clients with complex financial needs. Kristie works closely with individuals and organizations to address accounting and financial planning considerations, translating complex issues into clear, actionable recommendations. Her combination of public accounting and wealth management experience provides a well-rounded perspective and enables her to serve as a trusted advisor across a range of financial matters. Kristie’s career across both disciplines further distinguishes her ability to connect technical accounting knowledge with broader wealth management objectives

Certifications & Education

• Licensed CPA in Ohio
• Bachelor of Business Administration in Accounting, Concord University