Meet our Team of Experienced Specialists
Meet our Team of Experienced Specialists
Gregg Adams AAMS, CPFA®
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 registered 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 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, grow their wealth, and gain greater financial security. 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 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 & Paraplanner
Ethan serves as the firm’s Operations Director, 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. With extensive knowledge in operations and management, he works closely with team members and clients to drive excellence across the firm.
Built on Planning. Guided by Purpose