David is the Program Manager for the Investment Center at CCCU. He has 30 years of planning and investment experience. His clients have over $150 million of invested assets with him. He is the founder and owner of Dixon Financial Group, LLC which focuses on the goal of helping clients create streams of income and avoid retirement planning disasters. He is a member of Ed Slott’s Master Elite Advisor Group which is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott, CPA is known as “America’s IRA Expert.” David and about 300 other professionals train with Ed Slott as part of the Elite IRA Advisor Group twice a year. David can be found on Ed Slott’s website as a recommended advisor www.irahelp.com. David is well versed in retirement and estate planning as well as tax-favored investing. He has earned his Series 6, 7, 22, 24, 26, 63 and 65 securities registrations which are held with LPL Financial. He also holds a life, health, variable annuity and variable life insurance licenses. David is licensed in the following states: AR, AZ, CA, CO, FL, GA, HI, IA, ID, LA, MA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA. He received his Certified Financial Planner™ designation in August of 1989. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. http://www.cfp.net/about-cfp-board/about-cfp-board
He has been married to his wife Jana for 40 years and they are the parents of five boys who are all grown and professionals in their own right. David and Jana have 14 grandchildren and enjoy traveling to see their children and grandchildren as they all live in different cities and states around the country. David considers himself a native Nevadan. His parents moved to Las Vegas when he was just 1 year of age. Las Vegas is his home. He loves to spend time hunting, fishing and hiking the hills and mountains of Nevada. He also contributes a good deal of his time to his community and church.