Cepa Garrett Adams Ea

Garrett Adams, CEPA, EA has extensive work experience in the financial industry. Garrett began their career at Edward Jones in 2015 as a Financial Advisor and worked there until 2018. In 2018, Garrett joined TCG, a HUB International company, as a Senior Wealth Advisor. Garrett was promoted to the role of Senior Wealth Advisor / Director of Advisory in July 2021 and became the Vice President in January 2023. Garrett's expertise lies in wealth advisory and they have proven abilities in providing financial advice and building client relationships.

Garrett Adams holds a Master of Business Administration (MBA) degree in Finance from The University of Iowa Tippie College of Business. Additionally, they obtained a Master of Jurisprudence degree in Investments and Securities from Texas A&M University School of Law. Garrett completed their undergraduate studies at Oklahoma State University, where they earned a Bachelor of Science (BS) degree in Agricultural Economics.

In terms of certifications, Garrett Adams is a Certified Exit Planning Advisor, obtained from the Exit Planning Institute in 2021. Garrett is also an Enrolled Agent (EA) certified by the Internal Revenue Service, which they obtained in December 2020.