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 Bella's expertise in international law and asset planning, 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
Isabella Gouts
Bella specializes in international taxation, estate planning, and wealth transfer. With a law degree from Brazil and LL.M. from Switzerland, plus 15 years of asset tax planning, corporate law, and finance, Isabella's unique background brings valuable expertise to her clients. Fluent in English, Portuguese, and Spanish, she approaches each client with personalized support. Isabella resides in Winter Garden, FL with her husband, Kenny and daughter, Florence.
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