Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with her current firm since 2017, following a brief retirement. Dickson Financial Group provides ongoing investment management and comprehensive financial planning for individuals, trusts, charitable organizations, and private businesses. The firm uses a combination of passive and actively managed mutual funds and ETFs within a model asset-allocation framework, emphasizing client education through newsletters and public seminars.

Beau Dickson is a financial advisor at Dickson Financial Group, LLC with 14 years of industry experience. He holds the Series 66 and Series 65 credentials. In addition to his advisory work, he owns and operates a print consulting business, JM Travis Ltd, where he has worked since 2006. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm uses a Modern Portfolio Theory-based approach, combining passive and active mutual funds and ETFs with periodic rebalancing, and emphasizes client education through newsletters and public seminars.