Our Team

Our Team

Dave Adams

President, Founder, and Senior Wealth Advisor

Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to: 

  • Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
  • Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
  • Track the progress they are making toward their financial goals and update them regularly 

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 advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients 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 you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but 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. His other passions include golf 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. He has performed as a drummer in 26 different countries. Dave lives in Franklin, Tennessee, and has been married to his high school sweetheart for more than 40 years. They have two great kids, a wonderful daughter-in-law, and two granddaughters.

Summit Club
 

 

 

Dave Adams is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

David Noland, CFP®, CRPSTM

Associate Advisor

Dave's career in the Financial Services industry began in 2000, working part-time at a large national commercial bank while pursuing his degree in Finance from Arizona State University. Upon graduation in 2002, Dave took a position with a credit union that had a more client-focused approach than the big bank he'd been working for previously.

In the summer of 2011, after holding various branch-level positions with the credit union ranging from Personal Banker to Branch Manager, Dave decided it was time to pursue his true professional passion: financial planning. He left the banking world and joined the investment industry as a broker for a large wirehouse firm. Within a handful of years, he’d completed all requirements to obtain the CFP® certification and moved into an advisory position with the same firm. Dave has been blessed with the privilege of managing his client portfolios since early 2016, first with the large wirehouse firm and more recently with Summit Wealth Group. Dave was impressed with how Summit treated clients and staff like family and not like faceless names or numbers. 

With Summit, Dave partners with his clients to pursue their dreams by getting to know and understand their needs, wants, and wishes along with the concerns and fears that may keep them up at night. With this knowledge, Dave can craft a tailored plan designed to give them the confidence to successfully address their goals. He feels most fulfilled in his work as he sees these dreams become a reality over time.

Dave and his wife, Mandi, moved from Scottsdale, AZ to Thompson’s Station, TN in November of 2021. They have three beautiful daughters: Gracelyn, Briella, and Adeline. He’d be remiss to leave out the family dog, Molly, a Maltese breed. In his free time, he enjoys engaging in activities that his daughters enjoy and a few of his own that include hiking, fishing, reading, and music (listening, singing, picking at the guitar, etc).

 

Ashley Rogers

Client Services Manager

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 and trusted 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.