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Bray C

CFP®, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Bray Creech is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Joel Adams and Associates Inc. since 2022. Prior to this, he worked at Raymond James Financial Services for eight years. Outside of advisory work, he manages a commercial property serving professional service firms in Asheville, NC. Joel Adams and Associates Inc. serves individuals, families, and institutions by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach that combines fundamental and technical analysis and operates through an institutional relationship with Raymond James for custody and technology support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jessie G

CFP®, Series 65, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Jessie Goodwin is a CFP® professional with 12 years of industry experience. She is currently with Joel Adams and Associates Inc., where she has worked since 2026. Her prior experience includes roles at Modera Wealth Management, LLC and Parsec Financial Management Inc. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a long-term investment approach using both fundamental and technical analysis and offers portfolio construction with equities, ETFs, and bonds, managing approximately $282 million in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Chad S

Series 65

Asheville, NC

Joel Adams and Associates Inc.

Chad Storck is a Series 65 licensed advisor at Joel Adams and Associates Inc. with two years of industry experience. Prior to joining Joel Adams and Associates, he worked for Storck CPA, P.C. for 14 years. Outside of his advisory role, he manages a commercial real estate property in Asheville, NC, overseeing building maintenance and tenant relations. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing about $282 million in discretionary assets across 268 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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