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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

Avery Niemann

Avery Niemann

Chief Administrative Officer

Leadership Team

Richard Porter

Richard Porter, CLU

National Director of Insurance Brokerage

Krista Paramore

Krista Paramore

Vice President of Talent Acquisition and Development

Mitch Robinson

Mitch Robinson

Director of Compliance

Jennifer Johnson

Jennifer Johnson

Director of Operations

Jordan  Collier

Jordan Collier

Director of Marketing

Shanon  McCune

Shanon McCune

Executive Assistant to Alan P. Niemann

Wealth Management Team 

Oklahoma

Colby Castor

Colby Castor

Financial Advisor

Jill Olson

Jill Olson

Financial Professional

Paul Garrett

Paul Garrett

Financial Advisor

Jeannie Roberts

Jeannie Roberts

Financial Advisor

Ashton Niemann

Ashton Niemann

Insurance Professional

Clinton Taylor

Clinton Taylor

Managing Director - Oklahoma City, Investment Advisor Representative

Jason Sauer, AWMA

Jason Sauer, AWMA®

Managing Director - Tulsa, Financial Advisor

Jeremiah James

Jeremiah James

Sales Assistant

Wes Herzberg

Wes Herzberg, LUTCF

Insurance Specialist

Texas

Anne Salick

Anne Salick, CEPA

Financial Advisor/Certified Exit Planning Advisor

Dan Wilensky

Dan Wilensky

Registered Representative

Lawrence Whaley

Lawrence Whaley, JD, CLU

Financial Professional

Emily VanHouten

Emily VanHouten

P&C Insurance Account Executive

Michael Cortez

Michael Cortez

Managing Director - Texas

Tim Jones

Tim Jones

Registered Representative

Trang Truong

Trang Truong

Insurance Broker

Ohio

Brittany Reust

Brittany Reust

Administrative Assistant

Erin Gray

Erin Gray

Administrative Assistant

John Berry, ChFC

John Berry, ChFC

Managing Director - Ohio, Financial Advisor

Operations Team

Aimee Snyder

Aimee Snyder

Operations Manager

Kat Winstead

Kat Winstead

Design Coordinator

Crystal  Gates

Crystal Gates

Accounting Specialist

Charmayne Myers

Charmayne Myers

Executive Assistant to Richard Porter

David  Thompson

David Thompson

Branch Administrative Assistant

Emily Gragert

Emily Gragert

Branch Administrative Assistant

Want to learn how we can help? Contact us.

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