At Adams Investment Strategies, we inspire our clients to experience peace, purpose, and "True Wealth" in their life's journey.
How do we do this?
We guide our planning clients through a specific process of self discovery. It helps identify clients' meaningful purpose so we can compose a plan to pair their assets with their life's purpose.
Dave Adams
President, Founder, and Senior Wealth Adviser
dave@adamsinvestmentstrategies.com
Dave's main goal is to be a trusted professional for his clients, so that they will feel comfortable delegating the day to day management of their investable assets to him. He also desired to help them focus on their "true wealth". As an Investment Adviser Representative of Commonwealth Financial Network, he wants to:
- Help clients identify their meaningful purpose
- Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires, so they can experience more true wealth
Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment consultant in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help people experience peace and purpose with their finances". He has expanded his planning process to include True Wealth Planning. True Wealth Planning builds upon the Financial Planning Model, but it adds one additional critical step -helping people uncover the meaning in their life. We live in an affluent society in which some of us have a lot of money (the means), but unfortunately, most of us have no meaning. What we've found in working with our clients over many years is that you can be financially rich but spiritually, physically, and emotionally broke. And that's not a good tradeoff. This may sound like a high and mighty ideal, but we'd much rather see you have money with meaning. One of the things that the True Wealth process helps to do is uncover that meaning for you. This is the additional critical step that is so often missing in financial planning.
Dave has served as both an elder and deacon at his local church in Franklin. In his spare time, he enjoys golf, tennis, cycling, and traveling. He also has some great stories to tell of his younger days as a professional musician, which he would be glad to share with you if you ask. Dave lives in Franklin, Tennessee, and has been married to his high school sweetheart for more than 36 years. They have two great kids.
Aaron Grunke
Associate Wealth Adviser
aaron@adamsinvestmentstrategies.com
Aaron is the newest member of the Adams Investment Strategies team. He grew up in Marietta, GA and received his Bachelor's Degree in Business Administration from Auburn University.
Aaron has been in the financial services industry for over five years. He got his start with a regional firm as a Financial Advisor and later joined the Private Wealth Group with SunTrust Investment Services as an Investment Officer. While at SunTrust he worked with clients to design and implement Financial Plans to address Accumulation, Retirement, College, and Insurance needs. Aaron also operated several investment models for a select group of clients.
Aaron is currently pursuing his MBA with a concentration in Financial Services from Lipscomb University. In his spare time he enjoys playing golf, grilling out, and staying fit. Aaron and his wife Meg enjoy running and playing tennis together. She is a Knoxville native and a graduate of The University of Tennessee. Aaron says that during the fall they don't let different shades of Orange stop them from enjoying football Saturdays together.
Ashley Rogers
Client Services Manager
ashley@adamsinvestmentstrategies.com
Ashley is the friendly voice you'll usually hear when calling our office. She is responsible for handling the service side of our business. This includes entering client check requests, generating reports, providing copies of tax documents and statements, and preparing client paperwork. She is excited to be a part of the financial services industry and is an integral part of our team.
Ashley's passion is dance, and she enjoys teaching different styles of dance to all ages. She is determined to own a private dance school in the future.
Lesley Adams
Database Coordinator
lesley@adamsinvestmentstrategies.com
Lesley is Dave's wife. Her job on Dave's team is to maintain client information, handle outgoing correspondence, and manage and systematize various office tasks. She also helps prepare our quarterly informative newsletter called "Perspectives - Insights on Money and Life". She has amazing organizational skills and is a real asset, especially when it comes to spreadsheets, charts, and documenting procedures.
Lesley enjoys playing tennis and training for and has participated in several triathlons. She has a passion for training service dogs, and loves to travel, especially if there is a beach nearby.
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