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We're here to listen. 

For financial and succession planning, property and casualty insurance, as well as tax and estate planning, Adaptation Financial creates a strategy customized for your life goals.

Adaptation Financial’s advisors are chosen for their integrity and service-minded nature as much as they are for their financial skill and expertise. Their job is to not only provide the highest-quality financial solution but to inspire your total confidence in that plan.

We’re in it to win it—for you. Let’s talk. Fill out the form at the bottom of this page, or give us a call at 800-522-8727. 

Meet our team.

Founder

Officers

Kacey Butcher

Kacey Butcher, MBA

Chief Financial Officer

Aislinn Willander

Aislinn Willander

Chief Marketing Officer

Leadership Team

Clinton Taylor

Clinton Taylor

Managing Director/ Investment Advisor Representative

Nick Jackson

Nick Jackson

Managing Director

Michael Cortez

Michael Cortez

Managing Director

Richard Porter

Richard Porter, CLU

National Director of Insurance Brokerage

Andy Kathol

Andy Kathol

Managing Director, Omaha Office

Krista Paramore

Krista Paramore

Vice President of Talent Acquisition and Development

Mitch Robinson

Mitch Robinson

Director of Compliance

Wealth Management Team 

Oklahoma

Aidan White

Aidan White

Investment Advisor Representative

Colby Castor

Colby Castor

Financial Professional

Jeannie Roberts

Jeannie Roberts

Financial Advisor

Jill Olson

Jill Olson

Financial Professional

Paul Garrett

Paul Garrett

Financial Advisor

Texas

Anne Salick

Anne Salick

Financial Advisor

Ann Box

Ann Box

Financial Advisor

Corrie  Mitchell

Corrie Mitchell

Financial Advisor

Sarah Grace  Box

Sarah Grace Box

Insurance Broker

Dan Wilensky

Dan Wilensky

Registered Representative

Lawrence Whaley

Lawrence Whaley, JD, CLU

Financial Professional

Ohio

Brittany Reust

Brittany Reust

Administrative Assistant

Las Vegas

Christian Simmons

Christian Simmons

Insurance Broker

Gary  Thayer

Gary Thayer

Insurance Broker

Nebraska

Andy Kathol

Andy Kathol

Managing Director, Omaha Office

John  Byrne

John Byrne

VP of Western Central Region

Operations Team

Aimee Snyder

Aimee Snyder

Operations Manager

Shanon  McCune

Shanon McCune

Executive Assistant to Alan P. Niemann

Crystal  Gates

Crystal Gates

Accounting Specialist

Kat Winstead

Kat Winstead

Operations Assistant

* - adaptation and its affiliate Rockgate Financial Partners

Want to learn how we can help? Contact us.

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