Broker Check

Our Team

Craig P. Adams, CFP®

Partner and Wealth Advisor

(801) 917-6394

(385) 206-8355

Craig.p.adams@stratosutah.com

One of the original founding partners of Stratos Wealth Partners of Ogden, Craig has been providing multi-generational wealth management services for over 34 years to families, and business owners in Utah as well as clients in other parts of the country.

Craig holds a business degree from Southern Utah State University, along with a FINRA Series 7 license held with LPL Financial, and the distinguished CFP® designation. He works with individuals and businesses and specializes in assisting them to accumulate wealth while working with a goal of developing a distribution plan for income to last through retirement. Craig is confident in his ability to implement financial solutions and strategies for his clients in addition to the follow-up care that he and his office assistants provide.

He and his wife Lisa have two children and enjoy spending some of their free time outdoors with family and friends. They love serving in their community and church. Craig has served on the board of the Weber School Foundation for over 20 years, helping the “Foundation to raise and provide funds to enhance educational goals and opportunities for students.”

Jessica Brooks

Financial Advisor

(801) 917-6395

(385) 206-8355

Jbrooks@stratosutah.com

Jessica and her family have returned to her hometown of Ogden, joining Stratos Wealth Partners after spending 24 years in Retail Corporate Management.  She and her husband Jeff, along with their two boys, Riley and Ryker, spend their free time participating in triathlons, attending soccer games and traveling around the world; most recently to Germany, Ireland and France.

After spending time working on her degree in Business Management at American Public University, Jessica is looking forward to working with the residents of the greater Ogden area by bringing her commitment of personal attention to each and every client. She understands that with the array of choices available to individuals seeking financial advice, the importance of gaining trust, listening to clients’ goals, and offering solid, easily understood advice.

She looks forward to reacquainting herself with old friends, making new ones and becoming more involved with community organizations as she resettles back home again.

Julie Carpenter

Administrative Assistant

(801) 917-6396

(385) 206-8355

Julie@stratosutah.com

Julie studied Business Administration at Utah State University and has been in the business since 1991.  Holding FINRA licenses 7 and 63 through LPL Financial, Julie assists Craig Adams with trading orders and serves as his delegate or “back up” when needed. Julie also handles all business relating to clients passing away in which she meets with next of kin and/or beneficiaries to support and guide them through the process of moving assets. Additionally, as a close-knit business specializing in customer service, Julie organizes and oversees the Annual Client Appreciation BBQ and Holiday Open House, both continuing to grow each year.

Married for 43 years, Julie has three children and eight grandchildren. Her hobbies include hiking and attending grandchildren theatre and sporting events. She is also a past PTA president and school fundraising volunteer.

Tessa Fox

Client Service and Operations Associate

801-917-6397

tess@stratosutah.com