John Adams, CPA, PFS, CFP®, CGMA

Associate Partner, Personal Financial Specialist

One thing to know about John is that he enjoys solving Sudoku and crossword puzzles, a hobby which requires careful and critical thinking. This translates well to his role as an advisor to clients since he has satisfaction tackling new challenges and solving issues that can sometimes be confusing. John has over 25 years of experience in providing clarity and tax and accounting solutions to a varied client base, including real estate developers, medical professionals, manufacturers, retailers, not-for-profits, and other small businesses. A sports enthusiast, John spends his time outside of the office golfing, participating in church-related activities, traveling, reading, and spending time with his wife, daughter, and their dogs.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

“Successful business owners need a CPA and business advisor that understands their needs, is a good listener, and can put their mind at ease when it comes to their business and finances.”