Griffin Financial
Adam Davidson Griffin
Wealth Management Advisor|CFP®
Get to know the Griffin Financial Team
At Griffin Financial, our entire team believes that providing excellent customer service is one of the most important pieces of our practice. Together, we are committed to serving our clients with care and compassion.
If you need to schedule an appointment or request any other service, please don't hesitate to contact us. We look forward to hearing from you.
Kara James
Director of Planning and Investment Operations
Kara joined Griffin Financial in 2020 as Director of Investment Management and Financial Planning Specialist. Kara’s focus is on comprehensive financial planning and fostering client relationships. What she loves most about her role is being hands on in helping our clients achieve their personal financial goals. Kara first began her career at Northwestern Mutual in 2015 and is both investment and insurance licensed.
Kara lives in Annapolis with her daughter, Karlee and their yellow lab, Casey. Outside of work she enjoys traveling and spending quality time with her family and friends.
How can Kara help you?
- She meets with new clients and holds annual reviews
- She develops your tailored Personal Planning Analysis
- She oversees your portfolio management
- She is the point of contact for all investment and insurance related requests
Jordyn Elizabeth Powell
Insurance Operations Associate
Jordyn assists Griffin Financial with the processing of insurance applications and also facilitates the insurance underwriting process to ensure a smooth experience for our clients.
Shawn G. Myers
Practice Manager
Shawn partners with Griffin Financial to help create the personalized financial models and projections that we use to make customized recommendations to each of our clients.