Kiker Wealth

Planning for every financial contingency so you can achieve every financial goal

Indulge in Exceptional Service

The Things Our Clients Love About Us

In 2021, a new client came into see us. This man told us he was planning to retire imminently. He had already seen three other advisors who told him he had everything he needed to retire, but since his coworkers recommended us, he wanted one more opinion. So, we did an in-depth stress test of his retirement plan and found that, if he retired then, he would have a 70% chance of running out of money. If he worked, invested, and saved for two more years, he’d have a 95% chance of not running out of money. It wasn’t what he wanted to hear, but when he thought about it, he realized we were right.

 

Three years later, he is now happily retired…and still tells us,

“You were the only ones who told me the truth.”

We Are Teachers

Our passion is helping clients understand not just what is going on in the markets, but why…and what it means for them. Our goal is for each new client to say, “You’ve taught me more in our first two meetings about my situation than I’ve learned in the last 5 years combined.”

Our Team

Kiker Wealth Management is much more than just its founder. Clients love everyone on our team, most of whom have worked here for 10-20 years!

Our Approach

We know you have so many options when it comes to financial advice. Our clients choose us because we have the courage to see the truth about their situation, the courage to always tell the truth about their situation, and the resolve to always guide them in a prudent and up-front manner.

Meet the Minds Behind the Magic

A constellation of talent, dedicated to crafting extraordinary experiences.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who complete CFP Board’s initial and ongoing certification requirements.

Paul Kiker

President/Chief Investment Officer

Paul has 25 years of experience in the financial services field, where he focuses on offering unbiased, personal advice. Although his time as a National Collegiate Slalom Water Ski Champion is behind him, his strong drive to excel still influences his work as an advisor, employer, husband, and father. A fourth-generation resident of Gilmer County, Paul, with his wife Hollie, plays an active role in their three children’s lives and the local community. His hobbies include shooting sporting clays and fly fishing.

Paul’s mantra: “If you do the right things, the right things happen. If you touch the life of someone for the better, everything else will take care of itself over time.”

To get in touch with Paul, please coordinate with Mackenzie at
mackenzie@kikerwealth.com
Phone: (706) 253-7285
Paul

M. Dillon Smith

Portfolio Manager

As a seasoned financial advisor with many years of experience, Dillon specializes in managing the firm’s investment portfolios. With a strong background in mathematics and statistics, Dillon is passionate about thorough market research, as well as establishing and maintaining well-organized investment processes and guidelines. Furthermore, this allows him to discover investment opportunities and potential market risks to ensure assets are managed in a wise and efficient manner for clients.

Dillon holds a Bachelor of Science Degree in Mathematics from Dalton State College where he graduated in 2015. He also holds life & health insurance licenses. In addition, he is a CERTIFIED FINANCIAL PLANNERTM professional, having obtained that designation in 2019. As a CFP®, Dillon has the expertise to help guide individuals through the financial planning process and provide well-informed recommendations based on in-depth analysis.

Dillon is devoted to his family and faith. He and his family attend and are actively involved in Woodstock Church Jasper. As a family man, he most of all loves spending time and having adventures with his wife, Allie, as well as his sons, Rylan, Marlow & Luca. Dillon greatly enjoys spending time outdoors, whether it be for fishing, coaching his kid’s baseball teams, or simply admiring God’s beautiful creation.

Email: dillon@kikerwealth.com
Phone: (706) 253-7285

dillon

John Alexander

Financial Advisor

With over 20 years of financial and investment experience, John focuses on active risk management to provide creative solutions tailored to each client’s unique circumstances. A native of Athens, GA, John earned a BBA in Finance from Georgia Southern University. He started his investment career at Morgan Keegan/Raymond James in 2004 and later joined the Kiker Wealth Management team in 2017.

John has been involved in various local boards, including The Boys Club, The Athens YMCA, The It Can Be Done Foundation, and The Clarke Central High School Gladiator Foundation. He is also an active member of Athens First United Methodist Church.

The most important aspect of John’s life is his family. He cherishes spending time with his wife, Lindsey, and their children, Jackson, Hudson, and Reagan. John enjoys participating in competitive sports and is a devoted fan of The Georgia Bulldogs.

Email: john@kikerwealth.com
Phone: (706) 253-7285

john

Renee Burnett

CEO and Chief Compliance Officer

Renee is responsible for all compliance regulatory management and reporting. She ensures robust compliance and regulatory standards are maintained to protect client assets and privacies.  She manages day-to-day operations, from bookkeeping and accounting to the development and implementation of systematic processes and procedures that drive efficiency.  Her responsibilities as CEO focuses on organization and guiding staff, fostering an environment that values integrity, precision, and proactive client services.

Being a Georgia native, she earned a Bachelor of Science in Business Management from Reinhardt University and an Associate Degree in Accounting from Chattahoochee Technical College.

Renee and her husband, Jason, are active members of Corinth Baptist Church.  Along with her devoted love for family, faith, and music, she enjoys time with her husband, playing with her nephews, and spending time in the garden.

Email: renee@kikerwealth.com
Phone: (706) 253-7285

Renee

Brittany Richards

Systems Coordinator

Brittany oversees all of Kiker Wealth’s operational and client-servicing activities. She is responsible for maintaining client records, assisting with office management, preparing client communications, and handling event planning and special projects. Brittany is also the computer operations expert for the Kiker team, ensuring that systems operate smoothly and client communications are current and relevant.

She graduated with a Bachelor of Business Administration degree in Marketing from Kennesaw State University and has been a part of Kiker Wealth since 2010. Brittany is married to her high school sweetheart, Dustin Richards, and together they are raising two beautiful daughters, Lillian and Lucille.

Brittany, Dustin, and their girls enjoy spending time outdoors, exploring new places, and playing with their family dog, Brody.

Email: brittany@kikerwealth.com
Phone: (706) 253-7285

brittany

Kerri Dowland

Account Services Director

Kerri oversees all client account management and relationships at Kiker Wealth. She is a dynamic, customer-focused professional with outstanding interpersonal and relationship-building abilities.

Email: kerri@kikerwealth.com
Phone: (706) 253-7285

kerri

Mackenzie Pendley

Service Coordinator

Mackenzie Pendley is a dedicated and highly valued member of the team, joining in 2023 as the Service Coordinator. In this role, she manages all scheduling responsibilities and ensures that every meeting is properly prepared for. Mackenzie’s attention to detail and organizational skills make her a reliable and crucial part of the team.

Outside of work, Mackenzie is a proud and devoted mother to four children—Christopher, Sawyer, Everleigh, and Charley. Her children are her world, and she finds joy and fulfillment in every moment spent with them.

Mackenzie thrives on building connections, and one of her favorite parts of the job is meeting new clients from across the United States, learning about their unique needs and forging lasting relationships.

 

kerri

Presley Philips

Office Assistant

Presley Phillips is a dedicated and organized Office Assistant known for her sweet, caring, and strong personality. With a passion for learning, she thrives in her role, where she handles key responsibilities such as answering incoming calls, managing mail, maintaining an efficient e-file system, and keeping the work environment clean and organized.

Outside of her professional life, Presley is a devoted follower of the Lord. With nearly 15 years of experience as a dancer, she embodies dedication and passion in everything she does. She also enjoys singing, showcasing her creativity and love for the arts.

Presley’s blend of organization, enthusiasm, and commitment makes her an invaluable member of the team.

kerri

Tippet

Chief Morale Officer

Meet Tippet, our Chief Morale Officer, who is the heart and soul of our team. Owned by our fearless leader, Paul Kiker, this beloved Australian Shepherd has been an integral part of the crew for over seven years. With his infectious smile and wagging tail, Tippet has earned the adoration of everyone in the office and our clients alike. He specializes in turning stressful days into playtime with his playful antics, masters the art of greeting visitors with a paw-shake and a drool-free welcome, and oversees the team’s mandatory power nap schedule to ensure peak productivity (even though he is the only one who ever gets to take a nap…)

When Tippet is not in the office, he is Chief Dog of Farm Animal Supervision. Although he is not trained as a working Aussie, when the occasional goat gets out, he herds them right back to the gate. Whether Paul is wading in a trout stream fly fishing or working on the tractor, Tippet is always close by.

Feel free to say hi to Tippet during your next visit – he’s always ready to lend an ear (or a paw)!

kerri

Our Clients, Our Community

It’s Our Duty

Community involvement is a crucial part of Kiker Wealth, reflecting our deep-rooted beliefs and values. Here is a list of our esteemed partners, integral to our community business.

Partners We Engage With

The Isaiah Project

The Gilmer County Chamber

The Ultimate Journey

The Pickens Chamber of Commerce

The Good Samaritan Wellness Center

The Joy House

Pickens Cares

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