Your Success is Our Business. Meet Your
Wealth Advisory Team.
Our team at Tripletail brings collective experience as investment management, wealth transfer and financial planning experts that surpass most others. With Erik's background ranging from legal to engineering, Jason's deep industry insights, and Micah's comprehensive financial planning expertise, we offer a full-service wealth advisory approach with a family-office feel. As dedicated professionals, we're a lean group of straight shooters dedicated to tailoring transparent financial solutions to your unique needs.
Investment Advisor Representative, Founder
Jason Adams
As Portfolio Manager and investment advisor, Jason brings over 20 years of experience in banking, investment management, financial planning, and portfolio construction to the Tripletail team. Having worked with renowned banking and wealth management institutions, Jason combines his expertise with a client-first, boutique approach. He resides in the College Park neighborhood of Orlando with his wife, Sarah, and their three children.
Investment Advisor Representative, Founder
Erik Bonnett
Erik serves clients with experience in estate planning, wealth transfer, and trust construction. Earning a J.D. and LL.M. in taxation from the University of Florida, he practiced at a FL-based law firm before transitioning his career into wealth management and trust administration with Regions Private Wealth for over 9 years. Originally from Winter Haven, Erik now lives in the College Park neighborhood of Orlando with his wife, Rachel, and their three children, Graham, Drew, and Brooke.
Investment Advisor Representative
Michal Larson
As a Certified Financial Planner™, Micah specializes in comprehensive financial planning, investment management, life insurance, and retirement strategy. A graduate of Auburn University, Micah began his career in medical device sales, where he developed a client-first mindset and a strong sense of purpose. With years of experience as an independent advisor, he now serves clients at Tripletail Wealth with a focus on transparent, values-driven guidance and personalized solutions.
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