Leadership

Founder, Joseph Adams Jr, initially contracted his younger sister, Catherine Adams, as an Executive Assistant. Now, as an Enrolled Agent, she's assisting him to lead the agency to offer its services nationwide.

Catherine working with you...

Meet the team

We agree that when we get out of our own way, we then realize more creative ways to get to wherever we'd rather be.

Joseph Adams Jr., MBA and Founder

Catherine Adams, E.A.

Lavenita Adams-Ray, Accounting Major

Exec. Asst.

Exec. of Admin.

Admin. Asst.

Referral Rewards Specialist

Tax Preparer

Client Compliance Specialist

Join the team

    • Who are we as a business and as individuals? Our leaders appreciate an open space floor plan of transformative thought and innovation. Individually, we may be more introverted, but we use that same thought and innovation to secure our own independence.

    • What do we believe in/stand for? Our purpose is and has always been to bridge the gaps to equitable resources for under resourced communities.

    • How close should we be with our coworkers? We are family owned and operated, but with more regard toward relations than relatives.

    • Should dogs be allowed at work? We'd only be able to play as hard as we'd like, if and after our work is done. It's best to limit distractions that would interfere with our play time, but we love the idea of on-site sitters.


Send your Cover Letter and Resume to YRFTAdmin@YearRoundFinancial.com