Who We Are
Dixon Financial Group, LLC (DFG) was founded in 2004 by David Dixon, CFP®, an experienced financial advisor who is passionate about helping clients achieve their financial goals. In April 2025, in a carefully planned and strategic move to significantly enhance the breadth and depth of our offerings, DFG proudly partnered with Pence Financial Group, thereby expanding the services and re
sources available to our valued clients. Why Choose Dixon Financial Group, a Division of Pence Financial Group? Independent Expertise: As an independent LPL Financial Advisor, David has access to various investment and planning tools, ensuring a personalized approach tailored to your unique needs. Experience & Qualifications: David holds the Series 6, 7, 22, 24, 26, 63, and 65 licenses with LPL Financial and is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to ongoing education and professional excellence. Advanced IRA Knowledge: By invitation only, David is a proud member of Ed Slott's Elite IRA Advisor Group℠ , which seeks to be at the forefront of IRA best practices. Collaborative Approach: DFG fosters strong relationships with attorneys and CPAs to provide comprehensive financial services. DFG would not be complete without our advisors and support staff to help our operations run smoothly. Jacob Bierstedt, CFP®, ChFC®, and LPL Financial Advisor, has ten+ years of industry experience. He holds two securities licenses: Series 7 and 66, both through LPL Financial. Autumn Shane is our Client Service Director, and Tamara (Tami) Schnieder is our Director of Marketing. They are an intricate part of Dixon Financial Group, LLC, a division of Pence Financial Group and are valued assets to the team. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that foster open and honest communication have been the cornerstone of our success.
*You are under no obligation to use the services of any of the entities referred to, and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Dixon Financial Group, LLC. Ed Slott’s Elite IRA Advisor Group is not affiliated with Dixon Financial Group, LLC, a division of Pence Financial Group or LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
