Our Team

James L. Adams is the founder and Managing Principal of Adams & Associates, starting his career in 1984 with a nationally known financial advisory firm. For the past 40 years, Jim has been helping clients achieve their financial objectives. He values the trust he has developed with his many clients and the surrounding community. He grew up in Berks County and attended Albright College. He has been a CERTIFIED FINANCIAL PLANNER^® professional since 1993 and has also earned his CLU^® and ChFC^® designations.

He and his family live in Bern Township. He is active in his church and the local Hope Rescue Mission. He enjoys spending his free time in the outdoors with his 3 yellow labs, woodworking, and gardening.

Gary joined Adams & Associates in June 2022 with 24 years of analytical laboratory experience. He assists clients with their equity and fixed income portfolios through the use of quantitative and tactical models to help take the emotional responses, such as overconfidence, herding, and anchoring, out of the investment process.

Gary also serves on the firm's Investment Committee, which is responsible for researching, monitoring, and recommending various portfolios for clients.

Zachary has been an advisor and member of Adams and Associates since 2016. He graduated from Muhlenberg College with a bachelor's degree in business administration. He earned his CERTIFIED FINANCIAL PLANNER® certification in July 2024.

His areas of specialty include financial, investment, retirement, education, estate, and tax planning. Through a personalized approach, his job is to help clients pursue their financial goals. He looks forward to developing a long-term relationship with each client.

Zachary was married in 2021 to his beautiful wife, Tia. They welcomed their son, Sullivan, to their family in March of 2025. Outside of work, he enjoys spending time outdoors hiking and backpacking. His goal is to visit all of the National Parks! Being active members at his local church fills him with joy and hope as well.

Trevor J. Leverington is a highly committed finance professional with a solid educational base in financial strategy and client services. He started with Adams & Associates as a summer intern in 2023, then after finishing school he became an assistant in early 2025, before earning the position of Financial Advisor in 2026. Trevor holds FINRA SIE and Series 7, along with NASAA Series 66 securities registrations.

Trevor is a Berks County native who graduated with a Bachelor of Science in Business Administration degree, majoring in both Accounting and Finance from Kutztown University in the Spring of 2023. Then in the Fall of 2024 he earned his Master of Business Administration degree. Outside of Financial Advising, Trevor enjoys spending time outdoors with friends and family. He is a sports enthusiast, particularly in golf and baseball.