Meet our Team of Experienced Specialists

Gregg Adams AAMS, CPFA®

LPL Registered Principal & Wealth Manager

Gregg is a Registered Principal and Wealth Manager with over 32 years of experience in the financial industry and 26 years as a financial advisor. With a philosophy rooted in integrity, conservative investing, and personal growth, Gregg has dedicated his career to helping clients build lasting financial confidence. Since beginning his journey in 1999, he has remained committed to guiding individuals and business owners toward meaningful, long term success.

Gregg currently holds through LPL his Series 7, 9, 10, 63, and 65 licenses, along with professional designations including Certified Plan Fiduciary Advisor (CPFA®) and Accredited Asset Management Specialist (AAMS®). His approach is built on diligence, consistency, and a genuine desire to see his clients thrive not just financially, but personally as well.

Beyond his work in finance, Gregg is deeply involved in his local community. He runs a nonprofit organization that supports children participating in sports. His hope is to help young athletes grow through teamwork, discipline, and opportunity.

Gregg takes pride in helping clients pursue their goals, manage their wealth, and gain greater financial well being. As he often says, “One day, I hope it can be said of me that I helped 500 of my closest friends become better off than they once were.”

Harrison Adams MBA, CPFA®

Investment Advisor & Wealth Strategist

With a focus on clarity, transparency, and long lasting relationships, Harrison helps clients navigate their financial journey with confidence and purpose. He works closely with individuals, families, and business owners to create personalized strategies that support retirement planning, smart investing, and business development.

Harrison entered the financial industry in 2019 and has built his practice around helping clients prepare for the future while making informed decisions today. His expertise includes retirement planning, investment strategies, and assisting small businesses with implementing and managing 401(k) plans. He believes financial guidance should be straightforward, easy to understand, and tailored to each client’s unique goals.

Harrison earned his undergraduate degree from Reinhardt University and completed his MBA at the University of North Georgia. He currently holds his series 7 and 66 licenses through LPL Financial along with being a Certified Plan Fiduciary Advisor (CPFA®). He is committed to providing thoughtful, personalized guidance that helps clients stay focused on what matters most.

Ethan Davis

Operations Director & Financial Advisor

Ethan serves as the firm’s Operations Director & Financial Advisor, bringing over 10 years of experience overseeing systems, procedures, and workflow that support a consistent, high quality client experience. He places a strong emphasis on every client interaction, ensuring that onboarding through ongoing service is handled with efficiency, clarity, and precision.

Ethan holds a Bachelor’s degree in Business Management from the University of North Georgia and maintains his Series 6, 7, 63, and 65 licenses through LPL Finanical. With extensive knowledge in operations and management, he works closely with team members and clients to drive excellence across the firm.

Jim Fiorentino

Financial Advisor

Jim brings more than 30 years of experience in corporate finance, business operations, and financial education. He holds a Master’s Degree in Finance from Boston College and maintains his Series 65 registration through LPL Financial. His professional background includes navigating complex financial matters, and his passion for financial education centers on helping individuals and families better understand their finances and make informed financial decisions.

Throughout his career, Jim has recognized the importance of practical financial education. For more than a decade, he has developed and led financial literacy programs, working directly with individuals to expand their understanding of saving, investing, and financial decision making.

Outside of the office, Jim enjoys spending time with his wife and two children, hiking in the North Georgia mountains, pursuing his interests in cars and karting, and working on his golf game.

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