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Who We Are

Who We Are

David was initially licensed in 1981 and earned his CFP® in 1989.  After years of industry experience with several financial service firms, it was his desire to provide a more intimate experience for his clients and provide comprehensive and independent advice.  To pursue that target, he started the Dixon Financial Group, LLC (DFG) in January of 2004. The individuals at Dixon Financial Group, LLC joined with the largest independent broker/dealer, LPL Financial*. 

Moreover, the professionals at Dixon Financial Group LLC are serving members of the Nevada SCE Federal Credit Union. Our firm enjoys working relationships with several CPA’s and Attorney’s that we can consult with to help us address our client’s tax planning and estate planning needs.

David cannot do this alone; he has an experienced team of knowledgeable professionals that he works along side with to strive to make our client’s goals a success.  The DFG Team is, Morgan Baum, Jacob Bierstedt, Autumn Shane and Tamara (Tami) Schnieder.  We all look forward to working with and for you, our client!  You can learn more about us by clicking on our pictures below.

 *No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine June 1996-2022)  

Our Team

Jacob  Bierstedt, CFP®, ChFC®

Jacob Bierstedt, CFP®, ChFC®

Paraplanner and LPL Registered Sales Assistant



Morgan Baum

Morgan Baum

LPL Financial Advisor