Nicholas Dixon

Nicholas Dixon

About Nick Dixon is a passionate, grounded financial advisor with more than 20 years of experience in the financial services industry. Licensed as an investment advisor, Nick also brings deep expertise in tax strategy, estate planning, and retirement funding—knowledge...
Maria Concepcion “Connie” De Vera

Maria Concepcion “Connie” De Vera

About Connie De Vera brings a unique blend of corporate experience, human connection, and financial acumen to her role as a financial advisor. With over two decades in Corporate Human Resources, including seven years within the financial services industry, Connie has...
Kyle Demyan

Kyle Demyan

About Kyle Demyan entered the financial services industry with a passion for helping people make confident, informed decisions during some of life’s most important transitions. Since beginning his career in 2018, Kyle has built his practice around a simple belief:...
Michael Degan

Michael Degan

About Mike Degan is a financial advisor with a unique background that blends technical expertise, investment savvy, and a deep commitment to service. Based in Lake Jackson, Texas, Mike brings a thoughtful, problem-solving mindset to financial planning, drawing from...