You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Dixie Roberts

Dixie Roberts

CFP®, BFA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Dixie Roberts's website

Team

Ashlie M. Connelly

Ashlie M. Connelly

Paraplanner,

Chartered Retirement Planning Counselor℠

Qualifications

  • BS, Business Administration, University of Nebraska at Kearney
  • Management Information Systems Emphasis
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