Adam Carr, MBA, EA – Owner / Tax Consultant / Wealth Advisor / Compliance Officer
Cornbelt Financial is owned and operated by Adam Carr the Owner, Tax Preparer, and Tax Consultant 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.
