Since 1986, Dickie has helped his clients build their wealth by structuring customized investment portfolios that are tailored to their investing style and risk tolerance. As a member of the Million Dollar Round Table, Dickie attributes his success in protecting his clients’ financial security by persistently updating their strategies to the changing financial landscape. His extensive experience covers cash and credit management, retirement planning, wealth management, estate planning, and business solutions for individuals and businesses. As an ardent charity contributor, Dickie was nominated for the National Philanthropy Day 2019 Outstanding Volunteer Fundraiser Award. In 2021, Dickie also obtained the AWMA™ designation by completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.