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Amy Adams

Tax Director at Creative Planning

Amy Adams, CPA, currently serves as a Tax Director at Creative Planning, providing various wealth management services. Prior to this role, Amy held positions such as Senior Manager at Sullivan Bruyette Speros & Blayney, Tax Manager at Baker Tilly Virchow Krause, LLP, and Tax Manager at KPMG in Bermuda. Amy has extensive experience in tax preparation, international tax compliance, and tax consulting. Amy holds a Master of Taxation degree from Arizona State University, along with Bachelor of Science degrees in Accountancy and Accounting.

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Timeline

  • Tax Director

    April, 2021 - present