Nationally Praised, Locally Respected

Adams Hall team members have the qualities you require for successful wealth management. Our expertise ranges from investments to comprehensive wealth management. The professionals of Adams Hall have strong educational and professional backgrounds, as well as extensive experience through many market cycles. Independence and innovation are cornerstones of Adams Hall. This, coupled with exemplary personal service, has resulted in national recognition. We have been included on the list of fastest growing advisors by Wealth Manager and have been listed as one of Medical Economics top advisors. While this recognition is always appreciated, it’s the compliments we receive from our clients through referrals that are most meaningful.

Jana Shoulders- Founder and Chief Executive Officer

Peter Adamson III - Founder

Larry C. Houchin - Founder

Suzanne Wheeler- Chief Compliance Officer and Vice President of Operations / Founder

Jackie Irwin - Associate Investment Advisor / Founder

Tracy Aguirre - Director of Client Reporting

Trey Cooper , CFP® - Vice President of Research and Investments

Jeffrey A. Couch - Vice President of Planning and Consulting

Brad Rollins - Financial Planning Analyst

Lynne Smith - Executive Assistant

Emily Utter - Receptionist/Administrative Assistant