As a Senior Financial Advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Relationships are key and meeting face to face or over the phone builds strong relationships. I meet when it's convenient for my clients because I recognize the challenging balance of their work and lives outside of work.

At Adson Wealth Partners, we are focused on you. The firm has thousands of people and advanced technology supporting my office so that I can help you reach your long-term financial goals.

Prior to getting into the financial industry, I was an IT professional for 22 years. I came to this career because I want to help individual investors work toward achieving their financial goals. My family and I have lived in Irving-Coppell since 1992.

The financial world can sometimes seem like foreign territory; I can work with you to help determine the most appropriate financial strategy for you and your family.

How We Work Together: Experience with Purpose
My journey began as a chemical engineer in a small manufacturing firm in New Jersey, after earning my masters degree in chemical engineering from the New Jersey Institute of Technology. Early on, I was fortunate to contribute innovative ideas — even earning a U.S. patent — that helped the company grow. While working full time, I pursued my interest in finance from the MBA program at Rutgers University, which laid the foundation for the next chapter of my career.

In the mid-1990s, I launched my own business, giving me firsthand experience in managing finances, making investment decisions, and planning for the long term. My passion for financial strategy led me to work at Merrill Lynch, Bank of America, and Edward Jones, where I developed deep expertise in managing portfolios for high-net-worth individuals and families.

In 2025, I co-founded Adson Wealth Partners to fulfill a long-standing goal: to make a meaningful impact in people’s lives through thoughtful, personalized financial guidance.

Who I Work With
While many of my clients are high-net-worth investors, I also work with hardworking families who are focused on building a secure financial future. My ideal clients are those who want to take a thoughtful, disciplined approach to long-term goals — whether it’s preparing for retirement, sending children to college, managing wealth in retirement, or planning a legacy through estate considerations.

No two clients are the same — and neither are the strategies we build together.

How I Partner With My Clients
I believe that great financial advice starts with truly knowing the person. I take the time to understand each client’s values, goals, and priorities before offering any recommendations.

Every strategy I build is:

• Tailored to the individual or family’s unique financial picture.
• Disciplined in investment approach, with a focus on quality and risk management.
• Proactive in communication, helping ensure clients feel informed and confident at every step.

My goal is for every client to feel understood, in control, and secure in their financial lives.

I’m proud to work alongside Vickie Franklin, our Client Associate, who is equally committed to delivering a high level of service and care.

Beyond the Office
I’m a passionate traveler, a home chef, a socially engaged community member — and a published poet. These creative and personal pursuits help me stay grounded, curious, and connected to the human side of financial collaboration.

CA Insurance License: 0M57153. Resident State: TX

My name is Vickie Franklin. I was born in Texas and raised in Arkansas. In 2019, I married my husband, Macieo Franklin.

I earned my bachelor’s degree in History, with a minor in Geography, from Arkansas State University in Jonesboro in 1998. The following year, I returned to Texas in search of better career opportunities.

I spent 13 years as a team manager at an insurance inspection company, where I developed strong leadership and organizational skills. In 2013, I joined Edward Jones as a Senior Branch Office Administrator, a role I held proudly for 12 years, supporting financial advisors and helping clients pursue their financial goals.

Outside of work, my husband and I are passionate sports fans — with football being our favorite way to unwind and spend quality time together. We share our home with my senior mother, and I’m a proud stepmother to three wonderful children and a grandmother to one delightful grandchild.

My name is Tori Canter. I was born in Kentucky and raised in Texas, where I’ve made my home ever since.

I entered the Finance industry in 2021 learning the ins and outs at First State bank. In 2022 I joined Edward Jones, where I partnered closely with financial advisors to serve clients and manage operations. Over the years I earned my SIE, Series 7, and Series 66 licenses, which allowed me to expand my role beyond office management into trading, compliance, and client relationship management. Prior to being in finance, I built a strong background in customer service and retail leadership, experiences that taught me adaptability problem solving and the importance of connecting and building relationships with clients.

Outside of work, I share my days with my two dogs, Penny and Rosie. They are the lights of my life and bring endless joy and just the right amount of chaos to every day. I’m passionate about collecting physical media, especially VHS tapes and DVDs, and I love the process of curating and organizing my collection, whether by genre, era, or nostalgia factor. I’m also a big believer in continuous learning, and I enjoy diving into math and finance coursework to keep my skills sharp.

When I’m not working or studying, you’ll often find me spending time with family, relaxing with a good movie from my collection, or exploring the thrift stores and antique malls of DFW. I have a soft spot for road trips, cozy weekends at home, and the simple routines that make life feel meaningful.