Broker Check

Our Team

Carl Bass

President and Financial Advisor

(336) 282-8780

Carl founded Bass Financial in 1984 to provide objective, fee-based financial advice. He specializes in planning and asset management for individuals who are in or approaching the retirement years.

Known for his witticisms, Carl says there are two questions one must answer when considering retirement, "Do I have enough?", and "Have I had enough?" Carl brings the expertise to help you prepare for retirement and the experience to see you through.

Carl is a gifted teacher who simplifies complex concepts so they are easily understood and become useful to clients. The firm has been built on these guiding philosophies:

  • The key to any client relationship is trust. A client's best interest is always foremost; therefore, we will do things well and we will do things right.
  • No decision is ever better than the alternatives considered. Independence often allows more appropriate solutions that meet your specific needs to be considered.
  • When possible, learn from someone else's tuition payment. You benefit from the experience we've gained helping others over the years.
  • "It ain't what you don't know that gets you into trouble, it's what you know for sure that just ain't so" - Mark Twain. Carl is committed to bringing the most up-to-date and relevant solutions for your consideration. Known as a life-long learner, Carl invests heavily in keeping current. He uses a practice coach, his professional study group and a client advisory board to continually hone his skills.

Carl and his wife, Linda, were married in 1971. They have three grown sons, all of whom are married. Carl and Linda are both active members of Westover Church where Carl is an elder and has served as chairman of the finance committee, and chairman of the board.

Todd Adams, MBA, CFP®

Vice President and Financial Advisor

(336) 282-8780

Todd L. Adams, MBA, CFP® joined Bass Financial in 2005. He is being groomed to eventually take over the practice and is responsible for advising clients and developing financial plans.

Todd earned a Bachelor’s degree in Business Administration in 2000 from North Georgia College and State University. For a short time after graduating from college, he worked as an agent with a major insurance company. This brief, but meaningful experience in his career taught him the importance of being free to give objective, Biblically-based advice to clients by working as an independent advisor.

To pursue this vision, Todd began working in 2001 as Director of Operations for an independent financial advisor’s office in Roswell, GA while attending graduate school. In 2004, he earned an MBA in Personal Financial Planning from Georgia State University, just prior to joining Bass Financial. In 2009, Todd completed the Certified Financial Planner® designation.

Todd and his wife, Beth, have a son named Brent. They attend Shady Grove Wesleyan Church where Todd has served on the Local Board of Administration, the Finance Committee, and the Stephen Ministry. In their spare time, the Adams enjoy hiking and camping as a family.

Linda Williams

Client Service and Plan Implementation

(336) 282-8780

Linda joined Bass Financial Strategies in 1996 where she serves as client service and account administrator for Carl Bass and Todd Adams. She uses her experience to provide clients with superior customer service. Linda understands that building a lasting client relationship begins with getting the little things right. Her attention to detail and commitment to being the "voice of the client" make her a valuable part of our financial team.

Linda enjoys gardening, reading, hiking, and playing the piano and organ. She and her husband Doug enjoy spending time with their three children and seven grandchildren.