Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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Patrick Dickson, CFP® has been in the financial planning field for over 16 years. He spent many years working directly with his own clients, and then moved into leadership positions where his passion was to make sure that other...
Over 20 years of working with my clients to help them realize financial freedom by providing a comprehensive planning approach based on a commitment of sound financial advice, attention to detail, a service-oriented focus and...
Director of Advanced Planning
Philosophy I believe that you get all you want in life by helping others get what they want. I live that philosophy with all of my clients by carefully listening to their goals and dreams.
Philosophy - I utilize the skills that I have to lead candidates through the onboarding process. I provide training on web based programs, logistics, and testing.
Philosophy Planning for the future is a discipline which integrates all areas of personal finance. These include strategies for education, retirement, , taxes, insurance, and the estate.
Philosophy I help individuals, families, and small businesses to increase their level of financial organization, minimize risk in their financial world, and develop strategies to manage their responsibilities.
I joined White Rhino Financial in February of 2014 because I understand how important it is to plan for one's financial future.