Peter Dawson

Peter’s passion is creating, building, and helping businesses run successfully. He has spent his career working with business owners and helping them mitigate the numerous risks confronting them in growing and preserving their wealth. He understands that financial wealth is only one aspect of legacy planning. A large part of wealth preservation relates to passing the values of the current generation on to successor generations. 

Throughout his career, Peter has worked for lobbying firms in Washington D.C., and Salt Lake City, and with several private equity and hedge fund groups. He has been a partner at a boutique independent RIA and private equity firm in Kansas City and worked as a regional VP for a mid-sized life insurance company in the Midwest. 

He continues to work with high-net-worth clients helping them mitigate tax, financial, and liability risks while serving as Chair of Finance Committee and General Counsel on the board of On-Target Management Group.

Peter is a graduate of Utah State University with a degree in Political Science; Creighton University School of Law with a Certificate in Business and Tax Planning, and The American College, with a Certificate in Special-Needs Planning. 

Peter currently resides in Santa Clara, Utah, with his wife and three daughters.