Broker Check

We're here to listen. 

Helping you define and pursue your financial goals is our primary focus at adaptation Financial. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help pursue your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

At adaptation Financial™ we operate under three strategic imperatives:

  1. We always keep the best interest of the client in mind
  2. We embrace radical independence
  3. We strive for operational excellence

adaptation Financial™ has a team of advisors with over 150 years of financial experience*

Founder

Officers

Kevin Cox

Kevin Cox, JD

President and Chief Strategy Officer

Leadership Team

Clinton Taylor

Clinton Taylor

Managing Director/ Investment Advisor Representative

Nick Jackson

Nick Jackson

Managing Director

Jennifer Phillips

Jennifer Phillips

Recruiting Director

Annetta  Taylor

Annetta Taylor, CFP(R)

VP of Compliance / Financial Advisor

Richard Porter

Richard Porter, CLU

National Director of Insurance Brokerage

Wealth Management Team 

Las Vegas

Christian Simmons

Christian Simmons

Insurance Broker

Gary  Thayer

Gary Thayer

Insurance Broker

Texas

Anne Salick

Anne Salick

Financial Advisor

Ann Box

Ann Box

Financial Advisor

Corrie  Mitchell

Corrie Mitchell

Insurance Broker

Sarah Grace  Box

Sarah Grace Box

Insurance Broker

Dan Wilensky

Dan Wilensky

Registered Representative

Lawrence Whaley

Lawrence Whaley, JD, CLU

Financial Professional

Keaton  Evans

Keaton Evans

Insurance Broker

Walter  Torres

Walter Torres

Insurance Broker

Oklahoma

Jill Olson

Jill Olson

Financial Professional

Jerri Dixon

Jerri Dixon

Insurance Broker

Aidan White

Aidan White

Investment Advisor Representative

Colby Castor

Colby Castor

Financial Professional

Operations Team

Aimee Snyder

Aimee Snyder

Operations Manager

Shanon  McCune

Shanon McCune

Executive Assistant to Alan P. Niemann

* - adaptation and its affiliate Rockgate Financial Partners