Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

Colby Goodner is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Dixie's Tax & Financial Services, he worked at Cetera Wealth Services and Avantax Advisory Services. He manages DMM Senior Insurance LLC, assisting seniors with Medicare-related enrollments. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and accesses unaffiliated Independent Managers through institutional relationships, while also offering tax preparation and insurance consulting services.