Our Family of Financial Advisors

Richard Dixon and his two sons, Brian and Alan, are an experienced team of financial professionals with over three decades of industry experience helping families achieve their financial goals. We view our clients like family, and we strive to help make your family’s lives better, less stressful, and more enjoyable.
Richard Dixon


Richard Dixon 

Managing Partner 

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Brian Dixon


Brian Dixon, CFP®

Senior Vice President 

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Alan Dixon


Alan Dixon

Senior Vice President 

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Mindy Nicolosi


Mindy Nicolosi 

Senior Client Associate 

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