Brenda Dixon, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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Diane Soucheray, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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We work with clients in a variety of areas such as:

  • Investment planning through private money managers, mutual funds and asset allocation modeling
  • Retirement planning: both on a personal basis and retirement plans for small businesses
  • Insurance review and planning, including annuities
  • Estate preservation
  • Charitable giving

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Wealth Strategist


Trust Consultant


High-Net Worth Annuity Consultant

Let's start the conversation

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