Client Access & Logins
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Phone: (800) 431-5662
Client Access & Logins
Phone: (610) 524-7031
Email: awilkins@wmsplan.com
Adam is a senior financial advisor for Wealth Management Solutions (WMS), who works with clients to achieve their goals through financial planning & personalized wealth management.
With hundreds of happy clients served, Adam is a Certified Financial Planner®, Certified Student Loan Professional®, and Digital Assets Council Financial Professional® with a bachelor’s degree in Financial Planning. As a fintech startup founder in the tax planning space, Adam brings a distinct expertise in tax minimization strategies.
In his free time, Adam enjoys traveling across the globe, frequenting the local gym, and dreaming up crazy business ideas.
Phone: (610) 524-7031
Email: mkessler@wmsplan.com
With nearly 8 years in the Wealth Management Industry, Melinda has experience as a Client Service Associate as well as working in the Operations department. She brings her knowledge and passion for cultivating relationships while assisting clients with their wealth management needs.
She resides in Charleston, WV with her husband Glen, three sons, and their dog, Ares. Her passion for helping other does not end at work, as she has been a licensed foster parent since 2016 and has had opportunities to help the community by opening a foster closet to support the specialized needs of local children in care as well as speaking to new foster parents during training seminars.
In her free time, she enjoys time with her family outdoors, exploring new hiking trails, kayaking and spending time with her new granddaughter, Phoenix.