Jeff Dicks

I am a native of Polk County, proud father to my daughter, Abbi, and have been in the financial services industry since 2000. I have acquired a broad-base of securities industry experience during some of the most critical market cycles in recent history. My client base includes executives, business owners, retirees, and individual investors. I have previously specialized in portfolio construction, equities and option diversification, and using appropriate types of insurance to build a complete portfolio that can both protect retirements and ensure legacies. The most important part of anything that we do in life, and especially in the investment process, is having a solid plan. My duty as your Financial Advisor is to help you develop, understand, and implement a plan that assists you in reaching your financial goals.