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700 Cedar Lake Boulevard, , Oklahoma City, OK 73114
(405) 478-7700
CRS

Built on Relationships. Guided by Experience.

At Adaptation Financial, we develop customized strategies designed to align with your life goals—integrating financial planning, succession planning, tax considerations, and estate strategies into one cohesive approach.

Our advisors are trusted for their expertise, as well as their integrity and commitment to service. Their role extends beyond delivering thoughtful financial solutions—they are dedicated to earning your trust and providing confidence at every stage of your journey.

With experienced advisors serving clients across multiple states, Adaptation Financial offers comprehensive support for you and your family, including life insurance, long-term care planning, estate planning, trust strategies, and wealth transfer solutions.

We help you achieve success—YOU define it.

Our Vision

Our Vision

Adaptation Financial exists to advise generations of families and business owners towards designing and protecting their legacy. 

Our Mission

Our Mission

Build trusted relationships with our clients so we may help them achieve their goals and adapt to an ever-changing world.

Our Values

Our Values

Adaptability, Advocacy, Human First, Integrity, and Grit.

30+ Years Experience  |  Multi-State Presence |   Personalized Guidance |  Client-First Approach

Meet our team.

Alan Niemann

Alan P. Niemann, CLU, ChFC, AEP

Founder and CEO

Avery Niemann

Avery Niemann

Chief Administrative Officer

Richard Porter

Richard Porter, CLU

National Director of Brokerage Insurance

Shanon Rivera

Shanon Rivera

Executive Assistant to Alan P. Niemann

Aimee Boyette

Aimee Boyette

Director of Operations

Charmayne Myers

Charmayne Myers

Executive Assistant to Richard Porter

Kat Winstead

Kat Winstead

Design Coordinator/Operations Assistant

Jill Olson

Jill Olson

Financial Professional, Oklahoma City, OK

Jeannie Roberts

Jeannie Roberts

Financial Advisor, Oklahoma City, OK

Michael Jewell

Michael Jewell

Financial Advisor, Oklahoma City, OK

Colby Castor

Colby Castor

Financial Advisor, Vici, OK

Dan Wilensky

Dan Wilensky

Registered Representative, Dallas, TX

Tim Jones

Tim Jones

Registered Representative, Dallas, TX

Lawrence Whaley

Lawrence Whaley, JD, CLU

Financial Associate, Dallas, TX

Ashton Niemann

Ashton Niemann

Financial Advisor, Houston, TX

John Berry, ChFC

John Berry, ChFC

Managing Director, Financial Advisor, Westerville, OH

Andrea Sagastume

Andrea Sagastume

Administrative Assistant, Westerville, OH

Behind every plan is a team committed to understanding your goals and supporting your journey. We invite you to connect with us and experience a more personal approach to financial guidance.

Want to learn how we can help? Contact us.

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