Adam Dawson, CFP

CEO | Principal

Adam has loved helping people manage their money since 2000. He feels a deep sense of mission to teach sound financial principles because his family was very poor throughout his childhood. Adam is the author of Timeless Principles of Financial Security and frequently appears as a guest lecturer. He holds a bachelor’s degree from Brigham Young University and the CERTIFIED FINANCIAL PLANNER™ certification, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning.

Adam serves on the Investment Committee for the Vegas Chamber and on the Education Committee for Junior Achievement of Southern Nevada, which teaches financial literacy and career readiness to children and teenagers. He also serves on the local steering committee for the Alliance of Merger & Acquisition Advisors and on the board of Zion’s Youth Symphony and Chorus, a large faith-based group that performs at the Smith Center twice a year.

On a personal note…

  • Adam is an accomplished singer, pianist and composer. When he was 18, he wrote a piano concerto and performed it with his high school orchestra. In college he sang one of his compositions with BYU Singers in Carnegie Hall. (Click here to listen to these recordings.)
  • Many people think he has three sets of twins: two daughters who are 18 months apart, two sons who really are twins, and two tiny shorkies from the same litter.
  • Adam is the oldest of ten kids, with a 25-year gap between him and his youngest brother.
  • He loves running and cycling with his wife Andrea and has done ONE triathlon. He would do more if they would let him swim with a life jacket.
  • Adam is 6’4” but has never quite been able to dunk a basketball.
  • One of his greatest challenges was learning how to stop smiling long enough to play a convincing Judd, the villain in the musical “Oklahoma.”

Other Team Members