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”.
Jake Peters, CPA
Tax and Accounting Manager
Jake Peters is a licensed CPA with nine years of accounting experience, including six years focused on tax planning and preparation. As the Tax and Accounting Manager, Jake specializes in developing and managing effective tax strategies for individuals and businesses. He also provides expert support in financial analysis, KPI benchmarking, and accounting solutions to help clients achieve their financial goals.
Outside of work, Jake enjoys spending time with his wife, young son, and their two dogs. He frequently cooks chicken and rice and loves playing retro video games, blending his interest in gaming with a touch of nostalgia.
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.
