Our Team

DAVID N. ADAMS | CLU, ChFC, LUTCF - President

David N. Adams is a lifelong resident of Jacksonville, Florida and has been in the financial services industry for over 30 years. He graduated Cum Laude and Phi Beta Kappa with degrees in Psychology and Business Management from Florida State University.

Mr. Adams has complimented his education in the financial services industry by earning designations as a Chartered Life Underwriter and Chartered Financial Consultant (CLU, ChFC) from the American College in Bryn Mawr, Pennsylvania.

He has earned registrations as a General Securities Registered Representative (Series-7), as an Investment Advisor Representative (Series-66) and as a Registered Principal/Branch Manager (Series-24). He is state licensed for life, health and disability insurance.

He is also a Life Underwriters Training Council Fellow (LUTCF) and is a qualifying member of the Million Dollar Round Table (MDRT).

David is a father of 2, Will age 19 a University of Florida student and Christine a 22 UF graduate and Nurse. They enjoy golf, scuba diving and snow skiing.

Email Mr. Adams at dadams@sagepointadvisor.com

 

Judy Chalcraft | Executive Assistant

Judy began her career in the financial services business, starting with Prudential Life over 35 years ago. She is extremely knowlegeable, qualified and friendly and available to help you with all of your service needs.

She is married with two adult children and one grandchild.

Email Ms. Chalcraft at jchalcraft@sagepointadvisor.com


Omar Kamal | Portfolio Analytics, Social Media Mgt. & Registered Advisor Asst.

Omar graduated magna cum laude from Florida State University with a Bachelors in Mathematics and Economics. He then continued his education by earning a Masterís in Economics from The University of Notre Dame.

He began his career as a financial representative with Fidelity Investments where he earned his FINRA Series 7 and Series 63 licenses. While Omar gained experience working with Fidelity clients throughout the U.S., his real objective was to make a difference in the financial lives of individuals in his own community.  So, he left the corporate world in order to be a part of our independent financial planning and investment advisory firm, DNA Financial.

Omar is very passionate about helping not only our clients, but the communities they reside in as well. He believes that it is critical to take an active role in addressing community issues. This interest has led him to spearhead the firmís development and implementation of portfolios based on Socially Responsible investment principles.  

Omar enjoys surfing, swimming, and playing basketball.


Ashley Penaflor | Administrative Assistant & Director of First Impressions

Ashley is a Florida native, born and raised in Jacksonville. She has earned her associates degree from Florida State College of Jacksonville and has a degree in therapeutic massage from Keiser Career College.

She joined the DNA team in November of 2015, maintaining our prospect awareness program, monthly newsletters, client appreciation events and educational seminars.

Ashley is an animal lover, who enjoys yoga, food and beach cruising.