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We're here to listen. 

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. 

Meet our team.

Founder and CEO

Officers

Avery Niemann

Avery Niemann

Chief Administrative Officer

Leadership Team

Richard Porter

Richard Porter, CLU

National Director of Brokerage Insurance

Krista Paramore

Krista Paramore

Vice President of Talent Acquisition and Development

Mitch Robinson

Mitch Robinson

Director of Compliance

Aimee Boyette

Aimee Boyette

Director of Operations

Shanon  McCune

Shanon McCune

Executive Assistant to Alan P. Niemann

Operations Team

Kat Winstead

Kat Winstead

Design Coordinator

Charmayne Myers

Charmayne Myers

Executive Assistant to Richard Porter

Emily Payne

Emily Payne

Branch Administrative Assistant and Insurance Professional

Wealth Management Team 

Oklahoma City, Oklahoma

Jill Olson

Jill Olson

Financial Professional

Paul Garrett

Paul Garrett

Financial Advisor

Jeannie Roberts

Jeannie Roberts

Financial Advisor

Clinton Taylor

Clinton Taylor

Financial Advisor

Mason Carrier

Mason Carrier

Financial Associate

Michael  Jewell

Michael Jewell

Financial Advisor

Kaleb Wilson

Kaleb Wilson

Financial Associate

Yukon, Oklahoma

Jeannie Roberts

Jeannie Roberts

Financial Advisor

Vici, Oklahoma

Colby Castor

Colby Castor

Financial Advisor

Addison, 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 Associate

Brentt Shropshire

Brentt Shropshire

Financial Advisor

Tim Jones

Tim Jones

Registered Representative

Trang Truong

Trang Truong

Insurance Broker

Houston, Texas

Ashton Niemann

Ashton Niemann

Financial Advisor - Houston, TX

Westerville, Ohio

John Berry, ChFC

John Berry, ChFC

Managing Director - Ohio, Financial Advisor

Want to learn how we can help? Contact us.

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