Adam Carr, MBA, EA – Founder / CEO As Founder and CEO, Adam oversees all leadership activities including business and daily operations of Cornbelt Financial and the management of clients. Adam ensures his staff are focused on working with individuals and small business owners providing tax preparation, investment advising, pro-active tax and financial planning, along with succession planning in both life and business. Adam and his team ensure that all Cornbelt Financial clients are not only tax compliant but tax efficient. Adam is an IRS Enrolled Agent, having also earned a MBA from Ashford University, a Bachelor of Science in Finance from Iowa State University, and is Series 65 licensed. Adam 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 family, exploring the mountains in Colorado, or volunteering within his community.
Leslie Paisley, EA – Senior Accountant Leslie is an experienced Senior Accountant with over 25 years of experience in various sectors of the financial consulting industry. These areas have included business valuation, litigation consulting, corporate financial management and demand planning for national and multi-national companies. At Cornbelt Financial, Leslie specializes in assisting small business owners with tax planning and preparation, business entity selection, QuickBooks coaching, and many other aspects of managing their businesses and assets. Leslie received her MBA in Finance from the University of Chicago Booth School of Business. After having lived and worked in Los Angeles for her entire career, she moved to Colorado and began her career in tax planning and preparation, obtaining her Enrolled Agent designation in 2016. Leslie has a passion for the outdoors and enjoys adventures with her husband and friends that include skiing the Haute Route, hiking the John Muir Trail, and bikepacking the Arizona Trail
Dana Olsen – Tax Accountant Dana is an experienced Tax Accountant with a strong background in Financial Services. At Cornbelt Financial she specializes in Tax Planning and Tax Preparation for clients. Dana is certified in Gusto payroll and with her strong years of experience, she is able to provide well-rounded and valuable information to help clients achieve their goals. Dana received her B.S. in Finance from Lindenwood University and has also acquired the Series 6 and 63. She has completed the first part of the IRS Enrolled Agent. For fun, Dana loves to be outside riding her bike, rollerblading, or walking her dog Reuben
Sean McCormack - Investment Advisor Representative Sean is an experienced Investment Advisor Representative with over 12 years of experience in a variety of industries. Over the years his roles have included increasing responsibilities for Stockfuse and Deutsche Bank. Sean gained the Series 63 and Series 65 license allowing him to perform the duties of a Securities Agent & Investment Advisor Representative with work in Colorado, Iowa and New York. Sean is skilled in risk management, a variety of financial service offerings, and analytics. At Cornbelt Financial Sean is involved with client engagement, investment management, and investment strategy implementation. Sean is a licensed securities agent and investment advisor and graduated from Duke University with a Bachelor of Science degree in Statistics and Psychology.
Helin Gai - Investments Consultant Helin is an experienced Investment Consultant with over 12 years of experience in a variety of industries. He is experienced in quantitative analytics, macro trading, investments, big data and derivatives strategy. Helin has previously worked for Lehman Brothers, Normura Securities, SHFuse and Augur Labs. Helin graduated from Duke University with a Bachelor of Science degree with High Distinction in AB, Economics, Mathematics, and Statistics.
Taylor Maiefski - Investment Advisor Representative Taylor Maiefski is an Investment Advisor Representative with his Series 65. At Cornbelt Financial Taylor is committed to providing support to clients through high levels of customer service and organization. He is responsible for all client outreach to both new and existing clients. Taylor enjoys exercising, and being in the outdoors.
Paula Medella - Bookkeeper Paula has over four years of accounting industry experience. Her expertise spans budgets, compensation, benefits, payroll, cash funds, and bank reconciliations. At Cornbelt Financial Paula manages client's books, oversees monthly financials, payroll, and tracks monthly expenses/sales depending on client needs. She is versed in QuickBooks Online, Xero, Sage 50, and Wave. Paula graduated from the University of San Carlos with a Bachelor of Science in Accounting Technology. She is Xero certified and currently studying for a Certified Management Accounting certification. In her free time, Paula is fond of motorcycle rides on the transcentral highway and loves going to the beach, watching horror movies, and cooking!
Klent "Ford" Roseque - Bookkeeper Klent is experienced in business support services, audit and assurance, taxation, and data validation. He is a social responsibility champion and recognized leader. Klent is actively involved with a number of nonprofit organizations, and also a speaker for bookkeeping and cost seminars in the Philippines. At Cornbelt Financial Klent manages client's books, oversees monthly financials, payroll, and tracks monthly expenses/sales depending on client needs. Klent is a licensed financial advisor and earned a Bachelor of Science in Accountancy from the University of Cebu in Lapu-Lapu and Mandaue and is Xero certified. In his spare time, Klent enjoys cooking and swimming.
Joven Nelson – Intern Joven Nelson is a current student at Iowa State University studying Engineering and is on the ISU Track and Field team. As a current intern with Cornbelt Financial, Joven is focusing on a variety of accounting activities that include weekly payroll printing, data input, and tax preparation.
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.