We lead with both head and heart. Our values are not just words taking up space on our website; they shape and dictate our whole practice. They are also promises we make to you.
Trust: We vow to work only in your best interests. We promise we are solely influenced by our mutual investment in your success.
Passion: While financial planning may sound boring to some, we love what we do. We promise to mirror your passion for your goals with our passion for making them happen.
Hard Work: Like you, we know the way to true success is through dedicated, hard work. We promise to work as hard as you do to make sure your financial foundation stays rock solid.
John Adams carefully cultivates client relationships as a means of remaining in touch with evolving needs and maintaining alignment between today’s life and tomorrow’s goals. Similarly John believes in continuing education to keep the professional edge that makes him a valuable resource. Complementing his continual quest for improvement is a dedication to honesty and integrity in all business dealings.
John Adams began his association with the Northwestern Mutual as an intern in 1987 before graduating from The University Akron the following year and embarking on his career. John graduated with Bachelor of Science in Business.
From 1995 through 1999, he served on the Disability Insurance Committee of the Financial Representatives Association (FRA), including two years as Chairman. Other FRA offices John Adams has held include At-Large Board Member (1999-2001), Vice President and Treasurer (2001-2002) and Chairman of the Marketing Committee (2003-2005).
Professional Designations and Certification
John Adams has earned a number of professional designations including Chartered Life Underwriter (CLU®), the highest level of studies in the life insurance profession; Chartered Financial Consultant (ChFC®), the most extensive education for financial solutions professionals; Chartered Advisor for Senior Living (CASL®), an expertise dedicated to the full range of financial, health, psychological and sociological issues confronting older individuals; Certified in Long Term Care (CLTC), Retirement Income Certified Professional (RICP™), and CERTIFIED FINANCIAL PLANNER™ (CFP®), a distinction for financial planners rooted in education, examination, experience and ethics.
Associations and Memberships
John Adams is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
John Adams is a 2015 National Quality Awards qualifier (NQA 1995-2010 and NAIFA Quality Award 2011-2015). The National Quality Award was created in 1944. The award recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.
John is also a qualifying/life member of the Million Dollar Round Table (2004-2015). MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
John Adams is a current member of the Akron Tax and Estate Planning Council.
Awards and Recognition
- National Quality Award: 1995-2015
- National Sales Achievement Award: 1996-1999, 2001, 2003, 2005, 2007, 2010
Million Dollar Round Table:
- Qualifying/Life Member: 2004-2015
- Qualifying Member: 1996-2003
- Provisional Member: 1995
- Distinguished Sales and Marketing Award: 2002
Dan began his career in personal financial services in 2003 and then gained several years of experience in executive benefit planning. In 2014 he began working with John Adams and they formed Adams, Gut & Associates. As a private wealth advisor and partner with John, he co-leads the team in training and development, Investment portfolio management and setting the course for the firms growth. 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. Dan and his family love exploring the local parks northeast Ohio has to offer. They also enjoy the many excellent restaurants and eateries as they are always finding something new worth trying while also enjoying their old favorites. He very much enjoys cooking for his family, trying and sharing new recipes.
Dan works closely with our clients to provide excellent planning and support, participating in both in-person client advising and behind-the-scenes planning and investment management. His 17 years of financial planning and executive benefit experience makes him a great partner as we engage in the lifelong planning process with our clients.
Bethany joined our team in 2020, bringing with her 4.5 years of planning experience at Northwestern Mutual and more than 12 years of work in the financial services industry. Her passion for educating herself and others around planning early on for retirement inspired her to obtain her Chartered Retirement Planning Counselor® (CRPC®) certification.
Bethany is deeply involved in the Akron community as a part of the Greater Akron Chamber and Women’s Network Leadership Institute and a Member of the Board of Trustees and Development Committee for the Akron Symphony.
Bethany lives in Copley with her son, Bryce. In her free time, she enjoys skiing, boating, staying active and soaking up time with friends and family.
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
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
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
Tara joined our team in the fall of 2019 as intern. She is a senior at the University of Akron studying Financial Planning, with a focus in Risk Management and Insurance. Her frugal spending habits and saver mentality have led her to want to help others manage their personal finances over the years. Tara, the youngest of 3, hails from Randolph, OH. Being from a small town, she enjoys traveling and her favorite place to visit is Nashville, TN. In her spare time, she enjoys photography and spending time with her dog and family.