Jeffrey C. Adam, CPA
With over 40 years of financial and operational experience, Jeff provides professional, timely and cost-effective results for his clients.
Jeff is formally a partner of the regional CPA firm Rooney, Plotkin & Willey (now CBIZ Tofias) working with the firm from 1983 until 2001 when he left the practice to take the position as Chief Financial Officer at American Biophysics Corp., the maker of the Mosquito Magnet. During his tenure as CFO he managed the finances of the company as it experienced a growth rate of over 26,000% which landed the company at #1 on the Inc. 500 fastest growing US companies list. Jeff was an active leader on the management team strategically positioning the company for this dramatic growth.
In 2005 Jeff started Adam Financial, LLP providing tax planning and tax preparation services. Tax clients include company’s operating in 50 states, plus clients with foreign subsidiaries. In 2005 Jeff also started Adam Advisory Services, LLC providing comprehensive consulting services to a wide variety of business clients. Jeff has been an active consultant for many years assisting companies with strategic planning, profitability enhancement and developing innovative solutions to drive success in today’s challenging business environment. Jeff offers a new perspective based on a wide spectrum of experience in business over the last 40 plus years.
He has a bachelor’s degree in business administration from Bryant University and is a Certified Public Accountant licensed in Rhode Island.
Jeff enjoys sailing, golf, gardening, music, and photography.
Joanne R. Adam
With over 35 years of experience, Joanne provides professional, timely and cost effective results for her clients. She began her career at the regional CPA firm Rooney, Plotkin & Willey (now CBIZ Tofias) where she earned her CPA designation. She also worked in industry as an assistant controller and controller. While she is no longer an active CPA, she leads our Client Accounting Services.
Joanne is detail oriented, focused and a strong advocate for her clients. She is a QuickBooks pro advisor and supports the firm’s tax preparation practice.
She has a bachelor’s degree in business administration from Bryant University.
Tax
Tracy M. Scott, MTS, CPA
Originally from Eastern Long Island, Tracy joined Adam Financial in 2023 as our Senior Tax Manager. She brings a broad base of knowledge and experience with a primary focus on taxation. Tracy completed her BBA at Pace University Lubin School of Business in NYC before receiving her CPA. Tracy later attended Northeastern University where she received her Master of Science in Taxation. After relocating to Bristol, RI in 2021, Tracy became an Adjunct Accounting Professor at Roger Williams University. On top of teaching, Tracy is also furthering her education as she is currently attending Roger Williams School of Law to expand her knowledge of estates and trusts.
Tracy’s professional career has been wide spanning. Starting her career at a “Big 8” firm in New York, she later became a Tax Manager at Deloitte’s Boston office. She then served as Tax Director for a publicly traded company for over a decade. In 2000 she started her own practice serving a broad base of closely held businesses and high net worth individuals.
Still relatively new to the Newport area, Tracy is enjoying everything Rhode Island has to offer, mostly the beautiful coastline. Tracy has two children; their accomplishments bring her immense joy. Kaleigh is a mechanical engineer with aspirations of completing a master’s in her field, while Caleb will complete his undergrad at UMass Boston in May of 2025.
Johnna Coletti
A native of Newport, Johnna has been with Adam Financial since 2019. Starting with the firm as an intern, she quickly moved up the ranks to Staff Accountant. She has become proficient in tax preparation and provides support for client accounting. She also has experience in the hospitality industry.
Johnna is a graduate of Salve Regina University, with a Bachelor of Science in Accounting, along with her VITA/TCE certification.
Johnna enjoys spending time outside by going to the beach, boating, and walking her two dachshunds, Oscar & Lucy, around town.
Christopher Adam
Tax Supervisor
A native of Newport and the youngest son of Jeff and Joanne, Chris has been with Adam Financial since 2020. He has become proficient in tax preparation and manages our firm workflow. In addition to his tax knowledge, he holds a life insurance license and passed the Series 65 investment exam. He also works with a team of local investment advisors to help our clients with their investment needs.
Outside of the office, Chris enjoys many outdoor activities such as surfing, golfing, sailing, skiing, and playing hockey
Client Accounting
Dawn Paz
Client Accounting Manager
A native of Newport, Dawn has been with Adam Financial since 2021. A graduate of Rhode Island College, she is a well-organized, creative, and proven accounting professional with over eighteen years of experience in public accounting and ten years of experience growing businesses. Her experience includes Controller & CFO advisory, as well as financial, operational, and administrative management for small and mid-size businesses within a wide range of industries. Dawn is a passionate leader of our Client Accounting Services, focused on her clients’ best interests and going beyond what is expected for exceptional client services.
Dawn is a registered notary.
Dawn enjoys hiking, biking, kayaking and many other outdoor activities with her family and friends. She is also a national board-certified health and wellness educator. Throughout her career, she has been involved in coordinating and running health and wellness programs and participating in local volunteer and fundraising events.
“I am proud to work with an inspiring team that recognizes the importance of exceptional client services and continued growth.”
Evan Arpin
Hailing from Andover, MA, Evan is a new addition to the Adam Financial team. A recent graduate of Salve Regina University, he has a bachelor’s degree in accounting and is about to complete his MBA. Before joining Adam Financial, Evan worked at Ernst & Young in their audit department as well as AR Global in corporate accounting.
Evan enjoys
playing and watching sports. He was a member of the Salve Regina University
Soccer team.
Alejandro “Alec” Quiroz
Hailing from Altamonte Springs, FL, Alec is a new addition to the Adam Financial team. A recent graduate of Salve Regina University, he has a bachelor’s degree in accounting and is completing his MBA. Prior to joining the Adam Financial team, Alec worked locally at KLR in Tax, Audit, and Transaction Advisory Services and at Corrigan Financial, Inc in Wealth Management Tax. He also worked at PING Golf in Arizona in Finance Accounting.
Alec enjoys golfing, exercising , hanging out with friends, playing sports, and hunting. He was a member of the Salve University Soccer team.
Admin
J. Curtis Adam
A native of Newport and the oldest son of Jeff and Joanne, Curtis is a new addition to the office team. Curtis attended the Massachusetts Maritime Academy, graduating in 2019 receiving a B.S. in Marine Transportation, as well as a US Coast Guard captain’s license. In the summertime, Curtis operates a local charter boat business. During the charter boat’s off season and simultaneously Adam Financials’ busy season, Curtis steps in to assist the firm with administrative duties. As a lifelong boater but relatively new to running a business, Curtis enjoys continuing to grow his knowledge in the business landscape.
When not on a charter or at the office, Curtis can be found sailboat racing, on the ski hill or at a concert. An adventure seeker and lover of the outdoors, Curtis is right at home in Newport.