“Every day I feel lucky that I have the privilege to develop meaningful, long-term relationships with people from all walks of life, learn about their hopes and dreams, and work alongside them to develop a personalized financial plan and accomplish what life is all about – achieving their goals, spending more time with loved ones, and having the peace of mind to know they’re taken care of.”

Adam Lawrence, CPA

Associate Wealth Advisor

Adam was born and raised in Houston, Texas and has lived here his entire life. In 2020, he graduated from Texas A&M University with his Bachelor’s in Accounting and Master’s in Tax and Entrepreneurship.

After graduating, Adam acquired his CPA license and began his career at KPMG, where he provided tax compliance and consulting for high-net-worth individuals and energy companies. When the pandemic hit, Adam saw the financial planning opportunities and pitfalls that clients were navigating and transitioned into the Wealth Management industry.  Since then, he’s utilized his CPA background and developed an expertise in financial planning, investment management, and tax optimization. Adam is now pursuing the CERTIFIED FINANCIAL PLANNER® certification to further his expertise in financial planning. He has a special interest in working with retirees, professionals, entrepreneurs, and executives to organize their finances and maximize their financial well-being so they can spend more time doing what they love most.

Adam is an active member of the Financial Planning Association of Houston and volunteers regularly in his community. Outside of the office, you can find him playing pickleball with friends, trying new cuisines, and experiencing new cultures in his travels abroad.