Levitt, Cook & Adams

Dave Levitt is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of Levitt, Cook & Adams. He also is the author of Well and Faithfully Discharged: Financial TTP for Military Retirement. Dave provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers. As a CFP® Practitioner Dave has met the rigorous experience and ethical requirements of the CFP Board. He has also successfully completed financial planning coursework and the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS. The AIF® Designation certifies Dave has specialized knowledge of fiduciary standards of care and their application to the investment management process. Prior to becoming a financial planner Dave served for 27 years as a Fighter Pilot in the United States Air Force. Highlights of his career include Combat Operations in Operation DESERT STORM, Command of an Overseas Fighter Squadron, an assignment as an Aggressor Pilot and an exchange student at the Escola de Commando e Estado Maior in Rio de Janeiro, Brazil. He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science in Management/Finance from the United States Air Force Academy. Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; Nellis AFB; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy, the Fi360 Annual Conference and appeared on the Money, Wealth, and Riches radio broadcast. Curt has been published in Military Officer magazine, The Christian Science Monitor, and Money Mind Matters iMagazine. He has been quoted in the Wall Street Journal, Money Magazine, and the Huffington Post. Curt provides his thoughts on Financial Planning at his blog Amat Victoria Curam. He also contributes to the Military Officers Association of America’s online forum, Financial Frontlines™

Caroline Adams is a wife, mom to three kids, ages 21,19, and 8. She is a 22-year veteran military spouse, and mom to a son serving in the military. Tonia has 18 moves in her chest of adventures and enjoys traveling the world. Tonia graduated from the University of Maryland and has completed the educational requirements of her CFP® program in 2015 from Boston University. Caroline has earned her Accredited Financial Counselor (AFC) accreditation in 2018. Caroline writes financial curriculum for Freedom Financial Learning Group and for several blog sites. Caroline currently resides north of Atlanta, Georgia and enjoys trying foods from different regions of the world, hiking, cooking and carving out a few minutes every now and then with her husband of 27 years. Tonia joined Levitt, Cook & Adams in January and looks forward to watching the company grow and continue to assist those who have bravely served our country. Working with military personnel, past and present, is a passion that she is dedicated to and will continue to give all of her efforts to support.