Meet Adam Leavitt

Adam Leavitt, CFP®

Senior Advisor

Adam lives in Tulsa Oklahoma with his wonderful wife Hayli and their six kids. He has been constructing wealth solutions for a diverse clientele of individuals and institutions for more than 15 years. He specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity. In his free time, Adam enjoys spending time at his family farm and hiking in Colorado with his wife and kids.