Who We Are

After years of industry experience with several firms, David formed Dixon Financial Group, LLC, in January 2004. Being an independent LPL financial advisor allows David and the firm to search the marketplace for appropriate investment and planning tools available. To help meet the objective of providing independent financial advice, he has affiliated with the largest independent broker/dealer in the country, LPL Financial*.

David has been a licensed advisor since 1981. He holds seven securities licenses: Series 6, 7, 22, 24, 26, 63, and 65, through LPL Financial and is licensed in 37 States. In 1989 David became a CERTIFIED FINANCIAL PLANNER ™ Professional. He is also a member of Ed Slott's Master Elite IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. The firm enjoys working relationships with many attorneys and CPAs. The firm has also formed a relationship with SCE Federal Credit Union to provide its members with financial planning and investment services through SCE FCU Wealth Management.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Our Team

The DFG team includes an additional qualified and experienced LPL Financial Advisor. Morgan Baum has over 25 years of industry experience. He currently holds four securities licenses: Series 7, 24, 63, and 66 held through LPL Financial, and is licensed in 19 States.

Our team would not be complete without our support staff to help our operations run smoothly. Jacob Bierstedt, CFP®, ChFC® and LPL Registered Administrative Associate, has ten years of industry experience. He holds two securities licenses: Series 7 and 66 through LPL Financial. Autumn Shane is our Office Manager & Client Service Director, and Tamara (Tami) Schnieder is our Director of Marketing as well as Assistant Office Manager & Assistant Client Service Director. They are an intricate part of Dixon Financial Group, LLC, and are valued assets to the team.