Stephanie Adams


Senior Financial Planner

Stephanie Adams is a member of the Financial Planning Team at RGT.  Prior to joining the firm, she served as a client accounting specialist at Ronald Blue & Co. – a wealth management firm in Orlando, Florida.  There she provided cash flow management, tax coordination, and financial planning to individuals and families.

Professionally, Stephanie is a member of the Financial Planning Association.  She is also actively involved with BSF International and has participated in Mission of Hope Haiti mission trips.

Stephanie received her Bachelor of Science degree in Accounting/Systems from Taylor University in Indiana.  During college, she spent a semester studying abroad in Hong Kong.  She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.


*This is not a CPA firm