Addison Dishman, CFP®, MFPA

Addison is a dedicated Financial Advisor with a deep commitment to helping clients build and protect their financial futures. With nine years of financial, economic, and tax experience, Addison brings a diverse background to his practice. Prior to becoming an advisor, he served as a Senior Analyst in economic consulting for two years and worked for five years at a tax preparation software company. In addition to his Master’s in Financial Planning and Analytics from Utah Valley University and his Bachelor’s in Economics from Brigham Young University, Addison holds his Series 7, Series 66 (through LPL Financial), and state insurance licenses, along with being a Certified Financial Planner™ (CFP®) professional.

Originally from Utah, Addison enjoys living and working in the same community where he grew up, providing financial guidance to local individuals and families. Outside of work, he and his wife Megan, a Nurse and Lactation Consultant, are raising their two young children, Camille (3) and Robby (6 months). Their family enjoys outdoor activities, including rock climbing, hiking, and camping. Addison and Megan are also passionate BYU Football fans, and enjoy supporting their alma mater together. With a strong focus on personal and professional growth, Addison strives to build long-term relationships with his clients, offering thoughtful, customized financial advice to help them navigate life’s challenges and achieve their financial goals.