Charles has over thirty years of financial services experience and serves as the Team leader. He provides day to day monitoring of economic and financial market matters as well as oversight of clients’ investment portfolios. Charles works closely with each client helping to educate and inform them about their investments and financial plans and to design and implement financial strategies that help them achieve their goals.
Meet The Team
Service Minded Professionals
At the Dix Fisher Financial Consulting Group, we understand that managing and building exceptional wealth requires vision and strategies that go beyond portfolio management. Our entrepreneurial culture and high-level of trust and respect for our clients and colleagues enables us to work together to deliver a highly beneficial client experience with optimum results.
Senior Managing Director
Clayton, who has ten years of industry experience, provides key financial planning insight and services to Team clients. He also plays a substantial role in investment planning and analysis of client’s financial situations. Working with other team members he will help clients identify their goals and develop and implement strategies designed to achieve client objectives.
Denise coordinates the investment planning process and is integral in the analysis of your financial scenario. She is responsible for helping you identify your goals in order to form a series of strategies focused on realizing your financial goals.
Denise also works closely with our dedicated network of professional resources as well as your personal accountant and attorney when appropriate to provide consistency to your plan.
Senior Client Service Associate
Eileen provides administration, record keeping, and coordination of client services for the Team. She is client’s first point of contact for operational issues, documentation and technology. She works with the entire team to ensure procedures are executed smoothly.
Megan works with clients to help ensure that their plans are current and meeting their needs. She works with Charles and Clayton to guide clients through the stages of each wealth management plan. Megan also assists the Team with the evaluation and selection process of investments.