Adam Prewett, AIF®

Owner | Financial Advisor

My role is to serve as your personal CFO and coordinate all of your financial needs. My comprehensive financial planning process creates a road map to help clients rest easy knowing they’re on track with life’s goals.

I’ve served in the financial planning and advice industry for over two decades and began my career with American Funds based in San Antonio, Texas. In 2015, I was named Practice Director for Retirement Plans for a wealth management firm owned by Carr, Riggs & Ingram, a top 20 national CPA firm. There I partnered with CPAs to help business owners establish retirement plans.

I am a graduate of Texas A&M University with a bachelor’s degree in engineering. I live in Carrollton with my wife, Susan, and 2 children Grayson and Emmy. In my free time, I enjoy travelling, hunting, and pickleball.

I welcome the chance to help you and those you care about prepare for a compelling future.

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