Adams Wealth Advisors

Trey Farrer is a financial advisor at Adams Wealth Advisors in St. George, UT, holding a Series 66 credential with one year of industry experience. Prior to joining Adams Wealth Management in 2025, he worked at Fidelity Investments and has experience in various educational roles. Adams Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans and pooled investment vehicles. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services including private fund management and business succession planning.

Douglas Peterson is a CFP® with nine years of experience in the financial services industry. He is currently with Adams Wealth Advisors and has previously worked at Morgan Stanley, Kovack Advisors, Kovack Securities, and Fidelity Brokerage Services. Outside of advisory work, he owns and manages a small rental property business. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to manage portfolios across various asset classes, including equities, fixed income, ETFs, structured notes, options, and alternative investments.

Braydon Barlow is a CFP® and holds a Series 65 license, currently with Adams Wealth Advisors in Logan, UT. He has one year of industry experience and has worked previously at America First Credit Union and Conservice. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, also advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm uses quantitative, fundamental, and economic analysis to construct portfolios across various asset classes, employing proprietary models and tactical strategies.

Patrick Murphy is a CFA® charterholder with 11 years of industry experience. He is currently with CacheTech and also has experience at Adams Wealth Management, LLC and Charles Schwab Investment Advisory. CacheTech provides investment, operational, and technology services to registered investment advisers rather than individual retail clients. The firm manages approximately $672 million in discretionary assets and offers a platform that includes model management, trading, execution, billing, and account operations.

Steven Adams is a CFP® professional with 30 years of industry experience, currently serving at Adams Wealth Advisors. His prior roles include positions at Allegis Investment Advisors and Allegis Investment Services. Outside of advisory work, Adams manages several real estate development and hospitality ventures, including Bear Hollow Ranch and Inspire Capital, LLC. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and acting as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services such as private fund management and business succession planning.

Brooklyn Stevenson is a financial advisor at Adams Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Adams Wealth Advisors, Brooklyn was affiliated with Utah State University for five years. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, while also advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios using proprietary models and offers specialized services including private fund management and business succession planning.

Robert Reay is a CFP® with eight years of industry experience, currently advising at Adams Wealth Advisors in Logan, UT. His prior roles include positions at Morgan Stanley, E*TRADE, and JP Morgan Chase. He also serves as an adjunct professor at The American College of Financial Services, teaching an online course on personal financial planning. Adams Wealth Advisors provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and managing private funds. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios, using proprietary models and tactical strategies that include short-term trading and options.

David Kastner is a CFA® charterholder with 24 years of experience in the financial industry. He is currently with Adams Wealth Advisors, where he has worked since 2022. Prior to that, he was with Charles Schwab from 2020 to 2022 and Cs Investment Advisory, Inc. from 2010 to 2020. Outside of his advisory role, he serves as a board member for Gabb Wireless, a cell phone provider. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and managing private funds. The firm uses quantitative, fundamental, and economic analysis to construct portfolios across multiple asset classes and employs a range of active trading strategies.

Mitchell Moncur is a financial advisor at Adams Wealth Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Adams Wealth Management since 2017. In addition to his advisory role, he manages a CPA firm, Jones Simkins, and owns an online ski retail business, Teton Wasatch Ski Co. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, along with advising employer-sponsored retirement plans and pooled investment vehicles. The firm uses quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services including private fund management and business succession planning.

Mitchell Greene is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Adams Wealth Advisors with three years of industry experience. His prior work includes positions at Cache Valley Bank and the Logan City Police Department. Adams Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and managing private funds. The firm uses quantitative, fundamental, and economic analysis to construct portfolios across various asset classes, employing both active and tactical strategies.