Q: What is your primary focus when working with clients at The Dickerson Group?
A: My approach combines comprehensive financial planning with a strong focus on proactive tax strategies. While financial planning and asset management are key to my practice, I specialize in tax reduction, an area of real concern for high-net-worth clients. CPAs play a critical role by ensuring compliance and managing last year’s taxes, but they often don’t have the time to look ahead and maximize tax-saving opportunities. That’s where I step in—working closely with clients to leverage the tax code in the current year, helping them retain more of their income and minimize what’s owed, without leaving extra “tips” on the table.
Q: What drives you in your work with high-net-worth clients?
A: My commitment to helping clients achieve their financial goals is the core of my practice. High-net-worth individuals face unique challenges, and I’m dedicated to providing customized strategies for tax optimization and wealth protection. I’m particularly focused on serving business owners and families with net worths exceeding $5 million or annual incomes over $1 million, as these clients benefit most from proactive planning.
Q: Tell us about the team you’ve assembled for advanced tax planning.
A: Advanced tax planning is a team effort, especially as your income and business grow, which often means writing bigger checks to the IRS. I like to remind clients that just as a baseball team needs all its players to cover the field, a strong tax plan needs multiple perspectives to be effective. We’ve assembled top tax attorneys, proactive CPAs, and specialized advisors to bring the advanced strategies typically used by ultra-wealthy individuals and large corporations into reach for our clients. Together, we help make sure every “position” is covered, so you’re maximizing tax savings and keeping more of what you’ve earned.
Q: How has your background in blockchain and digital assets enhanced your ability to serve clients?
A: My Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals equips me to advise clients on this emerging asset class. As interest in cryptocurrencies grows, I’m able to provide informed guidance on how these assets can be integrated into a comprehensive financial strategy.
Q: What led you to transition from a state trooper to a career in finance?
A: My career transition was both a personal and professional decision. As a Texas state trooper, I was recruited into finance in 2005 by a mentor from my community. My wife and I had just adopted our first daughter, and I wanted a career that would allow me to be more present with my family. Moving into finance provided that, and it has allowed me to build a practice that prioritizes proactive, client-centered strategies for long-term success.
Q: How does your experience as a former college tennis player influence your approach to business?
A: Competing in college tennis taught me valuable lessons in perseverance, strategy, and teamwork, which I apply daily in my practice. In finance, as in tennis, success requires discipline and a well-thought-out strategy to achieve long-term goals.
Q: What roles do you play in your local community?
A: I’m actively involved in my community, serving on the Sour Lake City Council and co-presiding over the Texas Tech Alumni Association for Southeast Texas. I’m also a member of Beaumont’s First Baptist Church. Giving back to the community that has supported me is a priority, and these roles enable me to make meaningful contributions.
Q: Can you tell us more about Gulf Coast Social Security Strategies?
A: Gulf Coast Social Security Strategies is a consulting firm I own that helps clients maximize their Social Security benefits. We provide tailored strategies to help clients navigate Social Security’s complexities and ensure they get the most from their benefits.
Q: What recognition have you received for your contributions to the community and your field?
A: I was honored to be named one of Southeast Texas’s 40 Under 40, which recognizes young leaders for their achievements and community contributions. This award reflects my commitment to both my profession and the community.
Q: How does your role as a husband and father influence your approach to client relationships?
A: My wife, Ashleigh, and our two daughters, Gift and Ivy, are my greatest motivations. Being a family man allows me to connect with clients on a personal level, and I understand the importance of protecting and growing wealth for current and future generations.
Q: What advice would you give to someone considering a career transition similar to yours?
A: Embrace your previous experiences; they often bring valuable perspectives to a new field. My background in law enforcement instilled a service-oriented mindset and discipline that now benefits my clients. Every career brings unique strengths, which can be powerful assets in the next phase.