While at the University of Alabama preparing for law school, my dad was diagnosed with esophageal cancer. Within 5 months in my junior year, he had succumbed to his brief illness. After a tumultuous aftermath with a family financial advisor, I forged a different path. I was recruited by Jay to come work as a financial advisor. Although my youth was a disadvantage at the start, it gave me a unique perspective on the value of a multi-generational team working for a client throughout their life. I love the challenge of crafting financial plans to help clients align their financial decisions with their values and accomplish their goals.

I married my high school sweetheart, Dallas, in 2015, and we have three wonderful, energetic children – Barrett, Kennedy, and Archer. I am an avid fan of music and enjoy playing guitar and writing music in my (limited) free time. I also love to travel with my family and watch the Atlanta Braves with my kids. I serve in a governor-appointed position on the Alabama Optometric Scholarship and Loan Board which focuses on increasing optometry access in underserved populations. I am a deacon at Valleydale Church where I am actively involved in the worship ministry. I also derive great joy from coaching youth sports and often find myself on a baseball field or soccer pitch with my three kids.

I started this business out of necessity. I knew that it could offer three things for me that I wouldn't find many places: To provide well for my family, to be present for my children, to enable me to impact the community in which I live.

Because I spent the early days of my life on military bases across the world, I knew I wanted to find a place where my own family could grow roots. I met and married my wonderful wife Camille and started my career in financial services in 1989. Ten years later, we made the move to Hoover with our two young children. My passion for serving families and businesses led me to management with Northwestern Mutual where I have spent more than 25 years developing advisors throughout the Southeast. My responsibilities as a managing director reinforced a truth I learned watching my dad in the military – life is better on a team! One of my greatest strengths is surrounding myself with smart, servant-hearted people so that we can serve our clients better.

Outside of the office, my favorite thing to do is read followed closely by playing golf, typically with my son or one of my grandchildren. I also enjoy serving at our local church and hosting people at our home in Indian Springs. My greatest joy in this season of life comes from keeping my skills sharp as the World’s Greatest Grandpa!

Steven joined our firm in 2021 after a previous career in engineering at a public utility. With a background in electrical engineering and mathematics, he quickly became our resident “problem solver.” Steven serves as an advisor in our firm and is driven by the opportunity to make an impact in the lives of families and businesses through creative planning. With an MBA from his previous career and CFP® in his current one, he is constantly working to improve the outcomes of our clients.

Steven and his wife, Mary Katherine, have been married since 2013 and have three children – Lilly Kate, Eliza, and Ginny. Steven serves on the associate board of Libby’s Friends, a nonprofit focused on easing the financial burden of providing for a child with special needs. Steven and his family attend Hunter Street Baptist Church. Steven is a member of the Bluff Park Running Club and active participant in F3. Steven is an avid Chicago Cubs fan and golfer. His happy place is around a fire in his backyard surrounded by people.

Jack is a native son of Birmingham. After growing up in Vestavia Hills, he graduated from Samford University with degrees in Finance and in Economics. He also met his wife, Ashley, who now serves as a physical therapist in Birmingham. While in college, Jack interned in an associate role for Jay Dixon, where his interest was piqued by the world of financial planning. Seeing an opportunity to serve in the community in which he was raised, Jack joined Jay’s team following graduation. Since 2021, Jack has excelled bringing financial planning and analysis to families and businesses as a part of the firm.

Jack and Ashley live in Cahaba Heights with their dog, Banks, and cat, Tug. Jack enjoys anything outside, but the hobbies of hunting, fishing, and golf take up most of his free time. Jack and Ashley attend Redeemer Community Church.

Mallory graduated from Auburn University with a degree in Quantitative Economics. During her senior year, she interned at Northwestern Mutual where she was introduced to a company that soon felt like family. Mallory is passionate about seeking knowledge to help families and businesses plan for their financial goals and is constantly looking for ways to improve the lives of our clients.

Mallory and her husband, Brandon are dog parents of two beautiful rescues that keep life interesting. They love to explore hiking trails with the pups and travel to new states and (hopefully soon) countries! Mallory is a thrift-er and DIY-er and is currently renovating their home room by room. Two bathrooms down and on to the kitchen! She prides herself on her thrifting abilities as she finds perfect pieces just needing a little love. She enjoys seeing items come to life once again.

Tanner joined our firm in 2019 in investment operations. He graduated from Birmingham Southern College with a degree in mathematics where he also competed on the golf team. Tanner has been known on more than one occasion to say “I love math!” when solving a complex problem for one of our clients. He takes great pride in his excel spreadsheets and in serving our clients through his love of mathematics.

Tanner loves to play golf and watch movies outside of work. He is a human encyclopedia of film knowledge, and he is a cheat code for a “Friends” trivia night. Tanner also attends the Church at Brooks Hills and is a proud uncle.