With over three decades of industry experience, Bert Adams has committed his career to helping high-net-worth and ultra-high-net-worth clients by working on asset allocation models to meet each investor’s individual objectives. Bert develops comprehensive wealth management plans using eMoney® and builds custom equity portfolios through Wells Fargo Advisor’s PIM® Advisory program, which equips him to manage clients’ investment portfolios in a discretionary manner. He also utilizes alternative investments where appropriate. Whether he is helping families manage their generational wealth or preserve their assets, he loves helping his clients solve complex financial problems to help them reach their financial goals. Bert started his career in financial services as a call center rep at Fidelity Investments. He moved to Prudential Securities over 27 years ago, which later became Wells Fargo Advisors through a succession of mergers.

Bert is proud to be a 2025 Platinum Council Advisor.

He graduated from Texas Tech University with a Bachelor of Science in International Economics. Bert is a fourth-generation native Texan and lives in Lewisville, Texas with his wife, Devon, and their black lab, Gus. They have a daughter, Payton, who works as a CPA for a Big Four accounting firm. He spends most of his free time in Colorado at the family vacation home in Lake City and is a proud supporter of MD Anderson Cancer Research. When he’s not helping his clients, you can find Bert fly fishing, hiking, or skiing.

Christian has over 15 years of industry experience where he has grown his passion for working with clients and helping them build confidence that their money and goals are working in harmony. He helps his clients plan for their financial future by focusing on strategies emphasizing capital preservation, income generation, and tax mitigation. A graduate of Manhattan College with a Bachelor of Science in Economics. Christian joined Wells Fargo Advisors in 2014, has been working with Peak Wealth Management Group since 2015,and obtained his CERTIFIED FINANCIAL PLANNER® designation in 2017 to better serve his clients’ evolving wealth needs.

In 2014, Christian moved to Frisco, Texas from Norwalk, Connecticut with his wife, Christina, and twin daughters, Avery and Regan. Family time usually involves some form of outdoor activity, whether it be attending his daughters’ softball or basketball games or exploring nature with the family mini goldendoodle, Buster. A self-proclaimed handyman, Christian is often found completing DIY projects for his or his neighbors’ homes. Out of the office, he enjoys skiing, boating, camping, exploring our national parks, and being on nationally televised game shows.

With over 30 years in the industry, Scott enjoys helping his clients simplify their financial decisions and helping them create solutions where they can aim to comfortably retire. Scott focuses on portfolio management and asset protection while working with clients to understand their individual goals. With access to resources like research analysts and economic experts, Scott helps his clients make informed decisions based on their specific needs.

He is proud to be a 2025 Platinum Council Advisor.*

Scott obtained his Bachelor of Science in Marketing from Oklahoma State University. He is a native Texan and has lived in Frisco, Texas for over 20 years. He and his wife, Lori, have a daughter, Carson, who recently graduated from Auburn University, and a yellow lab, Hudson. When not at work, you can find Scott coaching little league baseball or spending his free time traveling and playing golf.

With over 25 years in the industry, Erica is passionate about educating and empowering her clients to make intelligent investment decisions. She holds the Chartered Retirement Planning Counselor (CRPC®) designation as well as the FINRA Series 7, 9, 10, 63, and 66 securities registrations. Erica is a graduate of the University of Kansas with a Bachelor of Science in Business.

In her free time, Erica loves to travel with her husband, Colton. They aim to visit a new country every year and take turns picking their destination. She has a son, Nick, and a daughter-in-law, Kaelynn. Erica has been an active member of the University of Kansas DFW chapter for over 20 years and loves meeting other Jayhawks.

Laura has been in the industry for over 30 years and her primary focus as a Senior Client Associate includes exceptional customer service, managing day-to-day operations, and servicing existing and new accounts. She offers responsive, accurate, and knowledgeable service while managing client accounts.

Laura lives in Carrollton, Texas with her husband, Tim. They have two daughters and a goldendoodle named Obi. She earned her Bachelor of Arts in Mass Communications from Texas Tech University. In Laura’s free time, you can find her boating, traveling, attending live music concerts, working out, or spending time with her family and friends.