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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

Advisors/Agents

Texas

Oklahoma

Ohio

Operations Team

Shelly Grizzle

Shelly Grizzle

Executive Assistant to Alan P. Niemann

Aimee Snyder

Aimee Snyder

Operations Manager

Jennifer Phillips

Jennifer Phillips

Operations and Executive Assistant

Shanon  McCune

Shanon McCune

Operations Assistant

* - adaptation and its affiliate Rockgate Financial Partners