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About Us

Your Dreams Matter <br/>
&#38; <span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Your Future is Our Priority</span>

Your Dreams Matter

& Your Future is Our Priority

Our goal is to empower families with the insight and knowledge they need to make informed financial decisions. We strive to deliver exceptional value to the families we partner with by simplifying complex financial challenges.

Meet Our TEAM

Jake Bryant

Jake Bryant ChFC®, AIF®, CRPC®, APMA®, CEPA®

Chief Executive Officer

Donnie Robinson

Donnie Robinson CFP®, CRPS®, APMA®, CEPA®

Chief Operations Officer

Scott Herndon

Scott Herndon APMA®

Wealth Advisor

Jonathon McAdow

Jonathon McAdow APMA®

Wealth Advisor

Tyler Robinson

Tyler Robinson CPA, CFP®

Investment Analyst and Tax Strategist

Kathy Hodell

Kathy Hodell

Client Relationship Manager

James Teeter

James Teeter

Wealth Advisor

Joseph Clark

Joseph Clark

Client Relationship Manager

Linda Padgett

Linda Padgett

Client Relationship Manager

Helpful Resources
Resources for Your Financial Success

At Adapt Wealth Advisors, we provide a wealth of resources designed to empower you on your financial journey. Explore our articles, guides, and tools to enhance your knowledge.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

Learn More

Contact Us
Let’s Get Started

Schedule a 15 minute call with a member of our team so that we can learn more about you and how we can help.

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