Professional Background
Eric Dawson is an Investment Advisor Representative and shareholder of Van Diest Capital, bringing more than 30 years of industry experience to the families and individuals he serves. Eric specializes in guiding clients through the critical transition from the workforce into retirement, helping them make clear, confident financial decisions.

Eric began his career as a tax accountant after earning his B.A. in Accounting from Buena Vista University. Shortly after, he joined his father’s advisory practice, where he discovered his passion for financial planning and long-term client relationships. Over the decades, Eric has become a trusted resource for clients seeking straightforward strategies, objective advice, and a partner who helps simplify complex financial challenges.

Education & Designations

  • B.A. in Accounting, Buena Vista University

Specialty
Eric specializes in retirement transition planning, helping clients coordinate income, taxes, and risk so they can retire confidently and maintain a stable lifestyle.

Personal Life
A lifelong resident of Webster City, Iowa, Eric and his wife, Regan, are now enjoying life as empty nesters and proud grandparents to five boys and one girl. When he’s not working with clients, Eric enjoys playing golf, fishing, and spending time with his growing family.

Advisor Insight
“Have a distribution strategy, not just investments. Success in retirement is less about how your portfolio is invested and more about how you withdraw from it. Coordinating taxes, income sources, and risk helps your money last and keeps your retirement lifestyle stable.”

Please Note

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at those websites.
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