Jana Shoulders

Jana Shoulders, CPA, AIF®, AEP®

Managing Director

Tulsa, OK

Oklahoma City, OK

Amarillo, TX

Jana has more than 30 years of experience providing customized financial and advisory services, with particular focus on individuals and families, trusts and foundations.

Nationally recognized as a top financial advisor by Barron’s, Financial Planning and Medical Economics magazines, Jana is a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner®.

Previously, Jana was co-founder and CEO of Adams Hall Wealth Advisors. She is a founding member of the International Center for Wealth Advisory Excellence, and the Philbrook Museum of Art and is on the Tulsa Regional Chamber of Commerce Board of Directors. Jana is also a member of the Women’s Presidents Organization.

Jana holds a bachelor’s degree in business administration in accounting from the University of Tulsa and has passed the Series 65 exam. She serves on the board of the University of Tulsa Student Investment Advisory Board.