Financial Advisor
James D. Dickey, CFP® CDFA

About this Advisor

James Dickey is a professional Financial Advisor dedicated to helping you strive to meet your financial goals.  He will take the time to understand your unique investment objectives and risk tolerance to help you design an appropriate portfolio that balances growth, income, and risk.  In addition, James believes in clear and frequent communication to ensure that your portfolio stays on track toward your stated objectives.

  • Education and Experience:
  • Retirement Planning
  • Insurance Planning
  • Tax-advantage Investing
  • Comprehensive Financial Planning
  • Divorce Planning

Mr. Dickey earned a bachelor’s degree in financial management from The Ohio State university in 1999.

James holds the following designations: CFP®, CDFA