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Our Team

At Adams, Gut & Associates, we lead with both head and heart. Our values are not just words taking up space on our website; they shape and dictate the way we engage as a team and as your trusted advisors.

Community-Minded: We are a team that’s committed not only to enriching our clients’ lives but also the lives of those in the communities we call home.

Expertise: With a combined 120 years of experience and deep industry knowledge, you can trust the guidance and expertise we bring to your family’s financial future.

Relationship-Driven: Our relationship extends beyond the financial plan. Our entire team is dedicated to supporting you and working to optimize every piece of your financial puzzle.

Stewardship: We vow to be responsible stewards of your wealth, empowering you to achieve the future you’ve always envisioned.

Thoughtfulness: Our recommendations are founded on a deep understanding of you and your goals so we can thoughtfully guide you along life’s journey.

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

Private Wealth Advisor

Dan Gut CLU®, CFP®

Private Wealth Advisor

Alex Daher CFP®

Private Wealth Advisor and Director of Financial Planning

Jennifer L Wahl

Chief Operating Officer

Matthew Orr CFP®

Director of Planning

Tara N Simone

Director of Insurance Operations

Steve DeGraffinreed

Director of Investment Operations

Tiffany Evans

Client Relationship Manager

Adams, Gut & Associates team highlighted in media outlets like Bloomberg Businessweek, Entrepreneur, and Fortune for their innovative financial planning services.

Don’t just take our word for it.

Our talented team at Adams, Gut & Associates was featured in Fortune, Entrepreneur, and Bloomberg Businessweek magazines, showcasing our unique, personalized approach to financial planning. Read more about our team’s expertise and dedication to helping our clients achieve their financial goals.

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