Mendy Adams

As Senior Wealth Planner for Carson Wealth Southwest, Mendy adds value by putting her heart and soul into each financial plan she creates. Mendy is a CERTIFIED FINANCIAL PLANNER™ professional that strives to give each client confidence and clarity by creating a unique comprehensive financial plan that is designed to align with their financial needs, wants, and wishes. Mendy enjoys taking planning to the next level and implementing advanced strategies to help ensure the best outcome for our clients on each focus area of concern while concentrating on making the complex simple.

Mendy graduated from Texas Tech University with a Bachelor of Arts in Telecommunications and has been working in the financial services industry for over 16 years. She has worked at several of the large wirehouse firms in the past and gained valuable insight and knowledge in her many different roles along the way. Most of her tenure she served as an advisor, but for the past decade she has specialized in comprehensive planning, as that is where her true passion lies.

When Mendy isn’t busy creating plans, you might find her watching her oldest daughter, Mari, cheering at a middle school football game or helping her youngest, Mila, practice doing cartwheels or ballet. On the weekends, Mendy can be found on her Yoga mat enjoying a vinyasa flow class as it feeds her soul and warms her heart.