Advisor profile

My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


My wife, Borah Dawson, and I have four sons named, Ayden, Maddox, Titus, and Aurelius who are our pride and joy. We love our community and enjoy spending time outdoors, watching sporting events, attending community events, and traveling.

Community participation

Mr. Dawson is an active member of the Hilliard community, serving as a Hilliard Rotarian, Optimist Youth Sports board member, USO of Central and Southern Ohio Board member, and lastly a youth volunteer coach for football,baseball, and lacrosse.

Awards & recognition

  • Columbus Business First 40 Under 40 , 2017