For financial and succession planning, 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.
Founder and CEO
Chief Financial Officer
Chief Administrative Officer
National Director of Brokerage Insurance
Vice President of Talent Acquisition and Development
Director of Compliance
Director of Operations
Executive Assistant to Alan P. Niemann
Executive Assistant to Richard Porter
Branch Administrative Assistant and Insurance Professional
Financial Advisor / 403(b) Specialist
Sales Manager - Addison, TX
Financial Advisor/Certified Exit Planning Advisor
Financial Advisor - Houston, TX
Managing Director - Ohio, Financial Advisor