Adam Lawrence, CPA


Adam Lawrence graduated from Texas A&M University’s Professional Program in Accounting with his Bachelor of Accounting and Master of Entrepreneurship and Tax in May 2020. After graduating, Adam worked at KPMG, where he provided international tax compliance and consulting services for high-net-worth individuals and oil and gas companies. In 2021, Adam and his team successfully executed half a dozen international tax restructurings, including a $1 billion oil and gas merger. Adam is a licensed CPA in the State of Texas.

When the pandemic hit, Adam saw more than ever a need to draw on his passion for helping others and knowledge of financial planning to assist clients in achieving their most sought-after financial goals. Now, Adam is doing exactly that, and pursuing the CERTIFIED FINANCIAL PLANNER™ designation to give our clients the very best planning and most enjoyable retirement possible.

In his free time, Adam enjoys endurance running, volunteering abroad, and mentoring students for college readiness. He’s spoken at schools nationwide to help students realize their college and career aspirations.