Home

Adam Cross

Advisor & Director

Having served couples, women, retirees, inheritors, the greatest generation through gen z, family offices, organizations, self-directed investors, 401k plans, diverse communities & more, Adam is confident that his team can accomplish most tasks at hand. Living in the West Loop of Chicago with his wife, Danielle & their adopted Rat Terrior, Dimitri, Adam is originally from the small town of Carmi, Illinois. His hobbies includes trying new restaurants, wine tastings, watching Bears football, and researching RV’s for his future goal of being able to work on the road while visiting clients across the country!

William Haynes

Advisor

William is based in Incline Village, Nevada. William serves the entire Lake Tahoe Basin, Reno and Northern California areas. He graduated from Fordham University with a bachelor’s degree in Economics and Business Administration. He continued his financial education at the UC Berkeley Extension where he completed a rigorous year-long Certified Financial Planner® program in which he is currently a candidate for. William specializes in creating personalized investment portfolios for his affluent client base. William and his wife Elaine welcomed their first child Frankie in September of 2021. His family lives in Lake Tahoe and enjoys hiking and biking in the summer and snowshoeing and skiing in the winter. 

Dino Patelis

Advisor

A 20-year Navy veteran located in Milton, GA, Dino served our country in numerous roles: department head, operations manager, division officer, recruiter and counselor. Upon leaving the military, he completed his bachelor’s degree in business administration from St. Leo’s College. Over the past 20 years, he has focused on serving his community, families, and small business owners as a financial advisor specializing in retirement, estate considerations, investments and insurance needs. His motto is ” to serve others”. His compassion, empathy and personable nature has led him to the AMC Wealth team as a financial advisor. He has been married to his amazing wife, Barbara, for 25 years and has a son, Lance. Currently, he is a member of numerous networking groups throughout the North Fulton area. As a proud veteran, he is committed to helping fellow veterans network with civilian counterparts. He enjoys cooking and traveling to Italy and spending time with family and friends sharing a good scotch, cigar or meal!

John Clement

Advisor

John Clement is based in Orem Utah and serves clients all along the Wasatch Front. He has been a Utah native all his life and enjoys spending his time with his wife and 5 children. He is a highly knowledgeable financial planner and is always eager to help others with their finances. He holds an accounting degree and MBA from Utah Valley University, and recently earned his Certified Financial Planner (CFP®) designation. John has the ability to help his clients achieve their financial goals, from saving for retirement to managing their investment planning needs, and more. With a strong passion for educating his clients, he takes the time to understand their individual financial situations and tailor his advice to meet their specific needs. John is committed to delivering the highest level of service and is dedicated to helping his clients achieve financial stability and peace of mind.

Brad Braddock

Advisor

Brad is a 21-year retired veteran who settled down in Gulf Shores, Alabama after traveling through multiple states and countries with the United States Air Force. He spent his career working on and managing aircraft maintenance platforms including 4 years with the United Kingdom’s Royal Air Force as an Exchange Officer and 3 years co-managing the world famous C-130J Hurricane Hunter aircraft in Biloxi, MS. Since 2014, Brad has been married to his wife, Laura, who runs a successful beauty salon in the local area. He holds a Master’s degree from Embry-Riddle Aeronautical University, has been a certified U.S. Coast Guard Boat Captain, and previously owned his own business. Brad has always been passionate about financial planning and decided to pursue a career in the field, by becoming an investment advisor representative to help others reach their financial goals. Brad’s next endeavor is obtaining the CFP® certification in the near future.

Jason Koenig

Advisor

Jason is based in South Florida with a Finance degree from the University of Central Florida. He began advising at Morgan Stanley in 2017, learning key investment management and financial planning concepts for high-net-worth clients. Right before the market bottomed from the COVID-19 pandemic in 2020, Jason was hired to help business owners for the SBA working on the EIDL program.

Patrick Kellogg

Advisor

Patrick “Rick” Kellogg is a CERTIFIED FINANCIAL PLANNER™ practitioner. While eager and able to help people in any situation, he specializes in assisting those who are in the home stretch, the last 10-15 years before retirement. Patrick takes a holistic approach to financial planning, taking into account not just what investment mix is right for you, but also how to best mitigate risks, minimize taxes, and maximize income and legacies. Every person’s situation is unique and different, and Patrick excels at tailoring your plan to get you to where you want to go. Patrick grew up in Eastern Iowa, lived in Argentina for a couple years, and has called Heber City, Utah his home for almost 20 years. He has worked for two New York Stock Exchange member firms, as well as for Hartford Life, and has been helping people understand, plan for, and enjoy retirement for over 25 years. Patrick is happily married to Michelle, and they have three wonderful adult children. He enjoys reading, listening to 80s music, and traveling the world. Patrick is also a Spanish Translator/Interpreter and enjoys voice-over work and acting in his community theater