Wealth Advisor

James D. Dickey


Background & Experience


James earned his B.S. degree from The Ohio State University in (1999) Family Financial Planning. He went on to complete his work in the field of family financial planning to earn a degree as a Certified Financial Planner in 2005. He has been successfully helping families for over 20 years plan for their financial goals.

470 Olde Worthington Rd.
Suite 200
Westerville, OH 43082



How I Can Help You

Set up a time to meet James and learn more about your wealth management options. 

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