CALIFORNIA CONSUMER - Key Persons
As a wealth management and tax advisor, Colby has a strong background in finance and a passion for helping clients achieve their financial goals. He has developed a deep understanding of tax laws and strategies for minimizing tax burden, as well as expertise in financial planning and wealth management.
In his role at Dixie's Tax & Financial Services, Colby works closely with clients to assess their financial needs and create personalized plans for building and maintaining wealth. He is committed to staying up-to-date on the latest industry developments and regulations, and to providing the highest level of service to his clients.
Job Titles:
- Founder, Wealth & Tax Advisor
Dixie founded Dixie's Tax & Financial Services 40 years ago with the goal to help good people in the right way. Dixie has a deep understanding of tax laws and strategies for minimizing tax burden, as well as a strong background in financial planning and wealth management. She uniquely set up the office to provide a "one stop shop" for all your financial needs. Dixie has long believed that great relationships leads to great advice.
Natalie works closely with our advisors to provide support and assistance to clients. She can help you with any schedule management, coordinating meetings, or assisting with paperwork. She is our primary point of contact for clients and is always happy to assist.
Natalie is a friendly and approachable team member who enjoys working with clients and helping them to navigate the financial planning process and stressful tax season. She is dedicated to supporting the advisors at Dixie's Tax & Financial Services and to providing the highest level of service to clients.