Work Towards Accumulating, Preserving, and Protecting Wealth for Retirement and Beyond! Dixon Financial Group, LLC is now a division of Pence Financial Group.
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.
09/05/2026
Some diets lighten nothing but your wallet. Here’s a few to avoid.
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026
The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2
08/31/2026
When considering a record keeping system for your business, you need to ask yourself some very important questions
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
08/29/2026
Your insurance needs don’t stay the same when the nest empties, but what changes?
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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
08/26/2026
As late summer turns to fall, households everywhere experience a familiar shift. The slower days of summer give way to the rush of back-to-school routines. As a father, I see firsthand how quickly this transition happens and the strain...
Many have heard they should avoid probate; do you understand what probate is and how it works?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
08/21/2026
Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.