Since the start of Dixie Financial Planning & Insurance Services, one goal has remained steadfast—to build an organization that our customers can rely upon. When it comes to insurance, we know that making the right choices for you and your family can be daunting. To help you make the right decision we take a commonsense approach – we ask questions, listen to your answers and only then recommend the type of policies that will fit your particular needs.
The Dixie Financial commitment to our customers is the driving force behind our approach. In addition to providing our clients with options, we are dedicated to the highest service levels. From our many years of service, we know that when customers need help with insurance questions they can’t wait. We also know that when it comes to protecting the things that are most important to you, it’s important that you make the best choice. We are licensed to do business in Utah, Georgia, Idaho, Michigan, North and South Carolina, Texas and Virginia.
Professionalism in the insurance and financial services field since 1979. I assist my client(s) with medical, life and financial services fields and love doing it. I love people and I believe every client would tell you that I treat them with as the most important person in the world.
Specialties: In an ever changing financial environment, my goal is to help clients achieve their financial goals with complete and total disclosure. I offer conservative principles and goals.