Dillon is responsible for providing sound and well-researched advice on investments and risk management. This includes performing risk assessments, chart analysis, and portfolio reviews. With a strong background in mathematics and statistics, Dillon has a love for numbers with the passion and skill to guide clients through the process of financial planning.
His analytical background allows him to assist in market research and analysis so that he can educate individuals on financial opportunities and potential risks in order to properly aid in managing their money in a wise and efficient manner. Dillon holds a Bachelor’s of Science Degree in Mathematics from Dalton State College. Dillon and his wife, Allie, love Jasper and their small hometown community where they are actively involved at Mt. Zion Baptist Church.
Devoted to his faith, he has served as a leader in the youth department at Mt. Zion for many years. A family man at heart, he loves spending time with his wife and sons, Rylan and Marlow. In addition to his love of faith and family, he enjoys the outdoors for hunting, fishing, and playing tennis.
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 successfully complete CFP Board’s initial and ongoing certification requirements.