Our Team
Financial Services Team
Kyle Addington, CFF®
President and Director of Financial Planning
Kyle Addington is Certified Financial Fiduciary™ and the Founder and President of American Wealth Advisers. He has more than 26 years of experience as a fee-based fiduciary advisor, licensed in 37 states and specializes in holistic financial planning and wealth management for individuals in or nearing retirement. Addington is an expert in financial planning, wealth accumulation and retirement income stream planning. He further specializes in designing, implementing, and administering estate plans for clients to minimize tax. When he’s not working, he loves to play competitive golf, watch golf, and play more leisure golf!
Melissa Addington
VP of Client Experience
Melissa Addington is the Co-Founder and Vice President of Client Experience for American Wealth Advisers. Dedicated to the success of Public Outreach, Marketing, PR, Community Events and Business Development strategies, she has amassed more than 30 years of diverse marketing experience. Today she assists clients to ensure estate plans, asset protection and beneficiary information are up to date. Whether she’s planning a golf course fundraiser, reviewing a Trust, designing a webpage or engaging in non-profit work, Addington prides herself on providing a fresh approach in her creative solutions to all. Outside of the office, her hobbies and interests include watercolour painting, golfing, and spoiling her four (4) cats, “MEOW”.
Samuel Cummings, CPA
Partner, Senior Accountant
After beginning his career in public accounting serving the Phoenix & Tucson area, Sam joined American Tax Advisers in 2022 as Partner and Senior CPA. Sam’s focus is on complex tax, retirement, estate, and charitable giving solutions. He has an intuitive ability to utilize extensive experience in tax and accounting to need, then help clients mitigate tax obligations. Sam enjoys mountain biking, hiking, golf, wakeboarding, wake surfing, boating, traveling, coaching sports, and watching his kids play ball.
Dana Cummings, CPA
Director of Tax Planning
Dana Cummings is a Certified Public Accountant and Director of Accounting for American Tax Advisers. He began his accounting career working in public accounting and federal accounting in the Phoenix area before joining our firm in 2022. Dana is a graduate of Brigham Young University - Marriott School of Business where he earned his Bachelors in Accounting and Masters of Accountancy in Tax. Dana has experience in tax preparation, financial statement preparation, and government accounting. Dana enjoys sports, the outdoors, Lake Powell and watching his three daughter’s dances.
KEITH SCHLOTTMAN, EA
INVESTMENT ADVISOR REPRESENTATIVE
Keith Schlottman has over 22 years of experience in the financial services industry and is also an Enrolled Agent with over 33 years of tax preparation and accounting experience. He specializes in balancing wealth accumulation strategies with income tax planning for individuals and small businesses. Keith is a University of Arizona alumni who prioritizes life-long learning. He spends his free time running, hiking, operating amateur radio, and stargazing.
Robyn Smith
Bookkeeping & Payroll Clerk
Robyn joined our firm in 2018 as office manager and has gradually taken on many bookkeeping and payroll accounts since she’s been with us. With over 20 years of experience in the customer service industry, she has refined what it means to put the client first and has proven to be a valuable asset to our team. Although Robyn primarily resides in the Phoenix area, you may see her in our local office from time to time and will often hear her voice when calling. Our clients highly value her extraordinary friendliness and innate ability to complete a task efficiently and reliably.
