As many of you know, Jacob and I have been managing the transition from Dixon Financial Group, LLC to Pence Financial Group (PFG) over the past year. This process started in April 2025 and will finish by April 2026. Throughout this time, both Jacob, Tami, and I have kept you updated through clear, consistent communication.
As we enter the final phase of this transition, I want to reintroduce Jacob and explain his main role going forward. In addition to moving up to a more senior financial advisor position, he will lead our team's online communications and marketing efforts alongside our Director of Marketing, Tami Schnieder, and PFG. You will continue to receive important emails from our @dfgadvisors.net addresses for a few more months as our office transitions to the Pence Financial Group emails, jacob.bierstedt@pencefinancialgroup.com and tami.schnieder@pencefinancialgroup.com. Please add Jacob and Tami to your email contacts list.
I've had the privilege of working with Jacob since 2017. From the start, he impressed me with his strong work ethic, integrity, and genuine commitment to doing what's best for the families we serve. Many of you met him at NV Energy, through the long-standing relationship we had with SCE (now RIZE Credit Union), or through client introductions and in-office meetings. Whatever the case may be, I want you to know your trust in him is well-placed.
For years, Jacob has worked with me to develop the Retirement Income Plans many of you depend on. These plans help you understand where your income will come from, how long it will last, and how to retire with confidence. He has played a key role in improving our Income for Life planning process, combining technical skill with genuine care in every conversation.
Since becoming an LPL Financial Advisor in 2023, Jacob has grown his client base by helping individuals and families with employee benefits, retirement rules, and long-term planning. He is thoughtful, reliable, and well-prepared to guide you through the important questions and decisions. Jacob is a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant® (ChFC®), credentials that reflect his deep knowledge of investment, insurance, and financial planning.
On a personal note, Jacob is a devoted husband and father. If you've ever talked with him about running or exercise, you know he brings the same discipline and determination to his work. His commitment to “proving yourself right," as he often says, shines through in his daily service to clients.
As we finish our merger with Pence Financial Group, Jacob, along with Tami, will be your main contacts for updates, educational resources, and general communication. They will also lead all our online communications and marketing, with support from PFG. I trust the team completely and want you to feel the same confidence. They are knowledgeable, trustworthy, and dedicated to helping you build a successful retirement.
Remember to add Jacob.bierstedt@pencefinancialgroup.com and Tami.schnieder@pencefinancialgroup.com to your email contacts. You do have the option to 'Opt Out' of marketing emails without having to UNSUBSCRIBE. All you need to do is reply to an email with the words, 'Opt Out.' This way, our office can still communicate with you via email, but you will no longer receive the weekly &/or monthly communications.
Thank you for your trust. Our office and the Pence Financial Group support team look forward to serving you for years to come.
David, Jacob, Tami, and the PFG Team