Team Members

John Adams, our Founder and Principal, considers decisions regarding financial security to be among the most important of all decisions people will make in their lifetime. Given the associated pressure of such a dynamic, he believes flawless client service is key in the process of ensuring financial freedom and peace of mind. John Adams has developed his team accordingly, with the utmost confidence that each of his team members will deliver on his philosophy.


Dan Gut

Dan Gut, CLU®, CFP®

Lead Advisor
Office 330-668-6171

Dan began his career in personal financial services in 2003 and gained several years of experience in executive benefit planning. In 2014 he began working with John Adams and they formed Adams, Gut & Associates. As an associate wealth management advisor with John, he co-leads the team in training and development. Dan's commitment to serve in a fiduciary capacity and his passion for continuing education are evident. He holds the following professional designations and licenses: Chartered Life Underwriter (CLU®) and CERTIFIED FINANCIAL PLANNER™ (CFP®), Life, Accident and Health insurance; Series 6, 63 and 7 securities.

Dan and his wife Alicia live in Medina and enjoy raising their five kids, Connor, Owen, Lilly, Ella and Harper. In his spare time, Dan volunteers with the mentoring program KidsHope in the Medina City School system and acts as the principal of his family's homeschool. He very much enjoys cooking for his family and sharing new recipes.

Dan works closely with our clients to provide excellent planning and support, participating in both behind-the-scenes planning, and meeting clients face-to-face or speaking with them over the phone. His 15 years of financial planning and executive benefit experience makes him a great partner as we engage in the lifelong planning process with our clients.


 
Jennifer L Wahl

Jennifer L Wahl

Chief Operating Officer
Office 330-668-6520

Jennifer, our Chief Operations Officer and Workflow Manager has been an integral member of the team since 1999. She is responsible for office management, human resources and maintaining compliance procedures. An important part of Jennifer's role is handling the opening and processing of accounts as well as developing and updating proposals. She ensures excellent client service in all aspects of our business and is a partner in daily client meeting preparations for our growing practice. Jennifer holds her Life, Accident and Health licenses as well as her Series 6 investment license. She lives in Akron with her two daughters, enjoys spending time with family, watching softball and going to the beach.

How can Jennifer help you?

  • Provide information and service on your insurance policies

  • Provide information and service on your investment account

  • Oversee communication process with our clients

 

 
Alex Daher

Alex Daher

Director of Planning
Office 330-668-6135

Alex, our Director of Planning, started working in financial services as an intern and later joined our team full-time in 2014.  He is responsible for generating our planning analyses, insurance policy illustrations as well as assisting in formulating client recommendations and servicing of insurance-related requests.  He ensures excellent client service and is a partner in daily client meeting preparation for our growing practice.  Alex holds his life, accident and health insurance licenses as well as his Series 6, 63 and 7 investment licenses.  Alex enjoys the arts, politics and spending time with family. 

How can Alex help you?

  • Provide information and service on your insurance policies
  • Help in implementing insurance solutions
  • Provide information and service on your investment accounts
 
Caroline Shepler

Caroline Shepler

Director of Marketing and Communications
Office 330-668-6130

Caroline joined our team in mid-2016 and is focused on enhancing our client experience. She graduated from The University of Akron with a Bachelor’s of Science in Early Childhood Education and a minor in dance. She has traveled throughout Latin America and is fluent in Spanish as well. Caroline has eight years of experience in marketing and customer relations. Caroline's marketing savvy, language skills and dedication to relationship building make her a valuable member of our team. She is responsible for scheduling, calendar management, maintaining our social media presence, organizing our community involvement efforts, and creating memborable client appreciation events. Caroline lives in Cuyahoga Falls with her husband and son. She enjoys spending time with her family, teaching fitness classes and traveling.

How can Caroline help you?

  • Schedule a meeting
  • Schedule educational presentations and speaking engagements
  • Organize community events
  • Welcome referrals and networking opportunities

 

 

John R Adams, CLU®, ChFC®, CASL®, RICP®, CFP®
Financial Advisor


Adams, Gut & Associates

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck