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About Us

adaptation Financial Advisors – experience the difference

Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. 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 achieve 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 Advisors 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 Advisors has a team of advisors with over 250 years of financial expertise and experience*

Executive Team

Kevin Cox

Kevin Cox, JD

COO and General Counsel

(405) 478-7700

Hannah Elisabeth  Dougherty

Hannah Elisabeth Dougherty, MSEd

Director of Talent Acquisition and Marketing

Jon Mathews

Jon Mathews

Region Director of Business Development – Texas

Nick Jackson

Nick Jackson

Region Director of Business Development

Advisors/Agents

Texas

Oklahoma

Jill Olson

Jill Olson

Financial Professional

Clinton Taylor

Clinton Taylor

Financial Professional

Aiden White

Aiden White

Insurance Broker

Ivan Melendez

Ivan Melendez

Insurance Broker

Jerri Dixon

Jerri Dixon

Insurance Broker

Ohio

Tate Duarte

Insurance Broker

Operations Team

Shelly Grizzle

Shelly Grizzle

Executive Assistant to Alan P. Niemann

Aimee Snyder

Aimee Snyder

Operations Manager

Jennifer Phillips

Jennifer Phillips

Operations Assistant

* - adaptation and its affiliate Rockgate Financial Partners