Adam Carr, MBA, EA – Founder / CEO As Founder & CEO, Adam provides Tax & Financial Services for Cornbelt Financial, LLC. Collectively, Adam works with individuals and small service-based business owners providing both tax preparation, investment advising, and pro-active tax and financial planning along with succession planning in both life and business.
As a team, Adam ensures that our clients are not only tax compliant but also tax efficient as a result of implementing tax and portfolio strategies. With our pro-active planning, our clients will have proper allocations to their taxable, tax-deferred, and tax-free accounts, thus preserving their wealth, mitigating their taxes, all while having proper succession plans implemented in both life and business. Adam is an IRS Enrolled Agent, having also earned a MBA from Ashford University, a BS in Finance from Iowa State University, and have become Series 65 and Colorado Life Insurance licensed. Adam had previously worked as a Senior Valuations Analyst with Great West Financial and as a Financial Analyst with ALPS Fund Services all while building a thriving business.
During his spare time Adam can be found traveling with his wife, exploring the mountains in Colorado, or volunteering within his community.
Scott Arno, MPA - Partner / COO
As Partner & COO, Scott oversees the operations and client services for Cornbelt Financial, LLC while still getting his hands dirty providing business services such as financial reporting, bookkeeping, & business consulting. Scott joined the team through merger after he had owned and operated Vertical Bookkeeping for nearly three years. During that time he had worked closely with Cornbelt Financial and many of our clients allowing for a seamless transition.
Scott's goal is to help businesses achieve their goals as entrepreneurship is challenging and having an accountability partner who know exactly what you need without the fluff or jargon is critical to blazing a path forward. Scott loves what he does and enjoys meeting amazing entrepreneurs and making friends along the way.
During Scott's free time, he enjoys spending it with his wife Katie and dog, Hazel. Together they enjoy getting outdoors to hike, bike, ski, and run. Maintaining a healthy work-life balance mixed with a strong spirit of adventure keeps them challenged and stimulated. Scott enjoys to learn as much as he can about the world, embrace laughter, meet new people, and time with family, friends, and mentors.
There are no warranties implied. Cornbelt Financial, LLC (“RIA Firm”) is a registered investment advisor located in Denver, Colorado. Cornbelt Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornbelt Financial, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cornbelt Financial, LLC’s website on the internet should not be construed by any consumer and/or prospective client as Cornbelt FInancial, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Cornbelt Financial, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cornbelt Financial, LLC, please contact the state securities regulators for those states in which Cornbelt Financial, LLC maintains a registration filing. A copy of Cornbelt Financial, LLC’s current written disclosure statement discussing Cornbelt Financial, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cornbelt Financial, LLC upon written request. Cornbelt Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornbelt Financial, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.