We have built our considerable success by creating effective investment programs that reflect not only our clients’ financial objectives, but their beliefs and values as well. We’ll put in the time to get to know you and your aspirations, and will give you the opportunity to become completely comfortable with our unique insights and our techniques. Only then will we feel ready to craft a strategy for you, one that grafts sophisticated portfolio stewardship to your foundational principles.
Khrista Wood, CLTC®
Khrista brings uncompromised commitment to her role of supervising client services and operations. With more than 25 years of experience in the financial industry, she began her career at Bank of America and then moved into operations with Joel in 1995. She holds Series 7 and 63 securities licenses, a North Carolina life and health insurance license, and her certificate for Long Term Care Insurance, giving her the ability to help ensure clients receive quality service from a knowledgeable investment professional. When she’s not working with clients, Khrista enjoys spending time with her children, Colin and Barret.
Joel B. Adams Jr., CPWA®
Registered Investment Advisor Representative
A financial advisor since 1985, Joel is a skilled listener who is experienced at helping clients reach their financial goals with a full range of financial services, including education planning, estate planning, asset allocation and professional asset management. Joel has earned Certified Private Wealth Advisor® designation and the Accredited Investment Fiduciary® designation. Joel is an Asheville native with a global perspective and believes in community involvement. He serves on the following boards: The Nature Conservancy North Carolina Chapter (former chairman); Southern Environmental Law Center; Beattie Foundation (chairman); and Warren Wilson College (former chairman, Trustee). Joel is also a member of The Forum for Sustainable and Responsible Investment. He is married to Marla Adams, an attorney, and has two adult children, Sam and Sadie.
Bray Creech, MBA, CPA, CFP®
Bray is a North Carolina native who has lived in Asheville for many years. He has an MBA in finance from the University of Maryland at College Park, is a Certified Public Accountant, holds the Accredited Investment Fiduciary® (AIF®) designation, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He maintains Series 7, 9/10, and 66 securities licenses. Bray lives in West Asheville with his spouse, Dustin Rhodes. He is a board member (and former Treasurer) of Asheville Community Theatre; and former board member of Primarily Primates and Asheville Humane Society. Every week, he delivers meals to the elderly and homebound for Meals on Wheels of Asheville & Buncombe County. He is a member of The Forum for Sustainable and Responsible Investment, North Carolina Association of CPAs, and the Financial Planning Association.
NC CPA License #37171
CFP® Board ID # 262138
AIF® Designee # 32985
Investment Management Consultants Association is the owner of the certification mark “CPWA®” and the service marks “Certified Private Wealth AdvisorSM”, “Investment Management Consultants AssociationSM”; and “IMCA®.” Use of CPWA® or Certified Private Wealth AdvisorSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.