Advisors at this firm
Tyler S
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Dixon and Company Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Pepsico, and he is the owner of Schweigert Enterprises. Schweigert is co-founder and co-host of The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, including options.
Benjamin S
CFP®, Series 63, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Benjamin Shamberger is a CFP® professional with 12 years of experience in financial advising, currently with Dixon and Company Wealth Management, LLC in Winston Salem, NC. His career includes roles at Fidelity Investments and Purshe Kaplan Sterling Investments. Outside of advising, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book *Money & Stuff*. He also serves as president of the Greensboro Leads Group, a local networking organization. Dixon and Company Wealth Management is a supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and short-term financial coaching, using a mix of long- and short-term strategies including options, supported by third-party analytical tools and AI. It also provides commissionable insurance and variable insurance products alongside advisory services.
Zachariah B
Series 65
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Zachariah Baker is a Series 65-licensed financial advisor at Dixon and Company Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked in roles including positions at Chick-fil-A and emergency services. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, financial planning, and short-term financial coaching, utilizing a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies.