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The Davies Adams Group

Dedicated professionals committed to your financial success.  

Scott Davies

Scott Davies, CFP®

Director | Financial Advisor

608-779-7327

Tyler Adams

Tyler Adams, CFP®

Financial Advisor

608-779-7336

Lisa Newman

Lisa Newman, WMCP®

Associate Branch Manager

608-785-2880

Heidi Hansen

Heidi Hansen

Client Assistant

608-785-2880

In-House Expertise to Support Your Goals

Our extended team of in-house specialists brings deep expertise across financial planning, tax strategies, and investment management, ensuring you have access to seamless, comprehensive solutions.  

Laura Ames

Laura Ames, J.D.

Wealth Strategist

Tim Steffen

Tim Steffen, CPA-PFS, CFP®, CPWA®

 

Director of Advanced Planning

Jim Guckenberg

Jim Guckenberg, J.D.

Estate Planner

Matt Weith

Matt Weith

Senior Trust Strategist

Eric Wikstrom

Eric Wikstrom, CPA, CFP®, CPWA®

Tax Strategist

Discover the Difference The Davies Adams Group Can Make

Discover the Difference The Davies Adams Group Can Make

  • Over 70 years of expertise and personalized strategies
  • Holistic approach tailored to your goals
  • Proactive planning to adapt to life's changes