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Adam Perry

Adam Perry

CPA, Wealth Advisor, Accounting Manager

Adam joined the firm in 2012 as a Certified Public Accountant and brought a strong five year background in bookkeeping, taxation and payroll administration. He is licensed as a securities, investment, and insurance advisor through his affiliation with Avantax Investment ServicesSM and is a shareholder in Barnes Welsh and Perry. Adam  assists clients in developing strategies for retirement, college savings, legacies and bequests, and overall business planning. He oversees the firm’s operations, prepares income tax returns and assists with compiled and reviewed financial statements.

Adam is a member of the Oklahoma Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is Secretary/Treasurer of the Southwestern Oklahoma Home Builders Association. Adam graduated Summa Cum Laude from Cameron University in 2007.

Adam and his wife Whitney have been married since 2009 and have two children, Sophia & Mason.  Adam enjoys spending time with his family and cheering on the Oklahoma Sooners and Oklahoma City Thunder. He is also a pet lover of two dogs, Bailey & Frankie and a cat, Edward.