Adam Wheeler Headshot

Adam Wheeler

Chief Financial Officer

Adam started his career in the financial services industry in 2009. Following a short stint in the accounting field, he realized his true passion was helping others find comfort in creating and following a tailored financial plan that ensured their future financial desires were possible. Adam’s greatest joy is seeing the pleased look on his clients’ faces when they realize they have a plan in place that is realistic and achievable.

Adam’s practice is built around providing fee based financial planning and serving the unique financial needs of physicians. No amount of student debt scares him! Adam also works with family-owned businesses and the multitude of financial concerns they face, especially transitioning ownership from one generation to the next.

Adam is heavily involved in the Fort Smith community, spending his time volunteering at his children’s schools, coaching youth sports, and preparing and serving meals to homeless families at the Community Rescue Mission. Adam and his wife, Danielle, live in Fort Smith, Arkansas with their three children: Emory, Ellington , and Emmalyn. They enjoy all things Razorback sports and spending time outside together whether it is hunting, being on the lake, or looking for another Arkansas waterfall!