Adams Wealth Advisors

Trey Farrer is a Series 66 licensed advisor with Adams Wealth Advisors in Logan, UT, and has two years of industry experience. His prior work includes roles at Fidelity Investments and several educational institutions. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and other registered advisers. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, and economic analysis, and is notable for managing multiple private funds and offering performance-based fee arrangements for qualified clients.

Douglas Peterson is a CFP® with 10 years of industry experience, currently serving as an advisor at Adams Wealth Advisors. He has previously worked at Morgan Stanley, Kovack Advisors, Kovack Securities, and Fidelity Brokerage Services. Outside of his advisory role, Peterson manages a rental property business. Adams Wealth Advisors is a team-based firm that provides wealth management, financial planning, and estate planning services to individual and high-net-worth clients, as well as advisory services to retirement plans and other advisers. The firm combines quantitative, fundamental, and economic analysis to manage diversified portfolios using a range of strategies and investment products, including private fund management and performance-based fee arrangements for qualified clients.

Braydon Barlow is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Adams Wealth Management LLC since 2022 and has prior experience at America First Credit Union, Conservice, and Utah State University. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services for employer-sponsored retirement plans and sub-advisory services. The firm applies a combination of quantitative, fundamental, and economic analysis to manage diversified portfolios across various asset classes and offers multiple investment strategies tailored to client needs.

Patrick Murphy is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Adams Wealth Advisors and has previously worked at Charles Schwab Investment Advisory and CacheTech. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory and sub-advisory services to retirement plans and other registered advisers. The firm employs a multi-strategy investment approach using quantitative, fundamental, and economic analysis across various asset classes and manages both discretionary accounts and private funds.

Steven Adams is a CFP® professional with over 31 years of experience in financial advising. He is currently with Adams Wealth Advisors in Logan, Utah, where he has worked since 2017. His prior experience includes roles at Allegis Investment Advisors, Stratos Wealth Partners, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, Adams manages several business ventures spanning hospitality, real estate development, aviation management, and technology. Adams Wealth Advisors provides wealth management, portfolio management, financial and estate planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and registered advisers. The firm employs a diversified investment approach that combines quantitative, fundamental, and economic analysis across multiple asset classes and manages both private funds and separately managed accounts.

Brooklyn Stevenson is an advisor at Adams Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Adams Wealth Advisors, Brooklyn was a student and worked at Utah State University. Adams Wealth Management LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as retirement plans and sub-advisory services. The firm employs a quantitative, fundamental, and economic analysis approach across various asset classes and manages multiple private funds alongside separately managed accounts.

Robert Reay is a CFP® with eight years of industry experience currently serving at Adams Wealth Advisors in Logan, UT. His prior experience includes roles at Morgan Stanley, E*TRADE, JP Morgan Chase, Knox Capital Advisors, and KCG Securities. He is also an adjunct professor teaching an online course on personal financial planning for The American College of Financial Services. Adams Wealth Advisors provides wealth management, portfolio management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and sub-advisory services. The firm employs a multi-strategy investment approach that incorporates quantitative, fundamental, and economic analysis, and it operates as a Commodity Pool Operator managing multiple private funds.

Scott Leavitt is a CFP®-designated financial advisor at Adams Wealth Advisors with four years of industry experience. He has previously worked at Financial Life Advisors and Arrow Wealth Advisors, and spent five years at Brigham Young University. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and other registered advisers. The firm employs a quantitative, fundamental, and economic analysis approach, utilizing a variety of investment strategies across multiple asset classes and alternative investments.

David Kastner is a CFA® charterholder with 25 years of industry experience, currently working at Adams Wealth Advisors. His prior experience includes roles at Charles Schwab and Cs Investment Advisory, Inc. He serves as a board member of Gabb Wireless, a cell phone provider. Adams Wealth Advisors provides wealth management, financial planning, and advisory services to individual and high-net-worth clients, employer-sponsored retirement plans, and other advisers. The firm employs quantitative, fundamental, and economic analysis across a range of investment strategies and manages multiple private funds, offering diversified portfolio solutions and business succession planning.

Mitchell Greene is a CFP® with four years of industry experience, currently serving at Adams Wealth Advisors in Logan, UT. His work history includes roles at Cache Valley Bank and the Logan City Police Department. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and other registered advisers. The firm employs a combination of quantitative, fundamental, and economic analysis in its investment approach and manages discretionary accounts across multiple strategies and asset classes.