Jeanne is Director of Marketing and Client Services and brings a wealth of knowledge and experience to our diverse and growing practice.  Her background includes various accounting and financial responsibilities for closely held and publicly held companies.   She has been in the financial services industry  since June 1998 and is involved in various organizations which support the community.  Jeanne has earned CLU, ChFC, CASL, CLTC designations and a CFP® certification. She is also a CPA registered in Texas and is  insurance licensed and investment registered as an Associate Financial Advisor.  She is married to Lynn, has two daughters, enjoys travelling, reading, spending time with family and friends, and attending USC football games.  

Certified Financial Planner Board of Standards, Inc. owns the certification marks  CFP ®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

David is Director of Insurance Services and brings over 15 years experience to our team.   David's focus is to help our clients who own policies or clients considering the acquisition of life insurance to understand their options and how life insurance works.  

Marium is our Director of Policyowner Services.   With five years of insurance experience, Marium provides both expertise and professionalism to Jeremy Dicker's successful team.  Customer service and maintaining rewarding relationships with our clients are her highest priorities.  Marium is a graduate of California State University Los Angeles and enjoys travelling, hiking, and spending time with her family.  

Ryan  manages our Investment Operations and is a MBA and graduate of the W.P. Carey School of Business at Arizona State University.     Ryan has been in the banking and finance industry since 2006, is investment registered, and brings a passion for working with the financial markets and our clients.   Outside of work, Ryan enjoys travelling the globe to experience new cultures and sights with his wife, Emily.