Q: What is your primary focus when working with clients at The Dickerson Group?
A: My primary focus is on tax reduction. While investments can be a matter of opinion, taxes are a matter of fact. By concentrating on tax-efficient strategies, I help business owners and families with net worths exceeding $5 million or annual incomes over $1 million retain more of their wealth.
Q: How has your background in blockchain and digital assets enhanced your ability to serve clients?
A: Earning the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals has equipped me to educate clients on this emerging asset class. As client interest in cryptocurrencies grows, my certification allows me to provide informed guidance on how these assets work and fit into their overall financial strategy.
Q: What led you to transition from a state trooper to a career in finance?
A: My transition was driven by a combination of personal and professional factors. While I was serving as a state trooper with the DPS, I was recruited to Edward Jones by my Sunday school teacher from my first duty station in Liberty, Texas, about three years after I had transferred to Jasper. At that time, my wife and I had just adopted our oldest daughter, Gift, from Nigeria. Although I loved working for DPS and had big plans for promotion, I realized that I needed a career with better lifestyle potential for my family. Transitioning to finance has certainly provided that, allowing me to be more present for my family while building a fulfilling career.
Q: How does your experience as a former college tennis player influence your approach to business?
A: Playing tennis at a competitive level taught me the value of perseverance, strategy, and teamwork. These lessons are directly applicable to the financial world, where long-term success requires a disciplined and strategic approach.
Q: What roles do you play in your local community?
A: I am an active member of the Sour Lake City Council and Beaumont’s First Baptist Church. These roles allow me to give back to the community that has supported me throughout my career. Additionally, I co-preside over the Texas Tech Alumni Association – Southeast Texas Chapter, helping to strengthen our alumni network.
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 focuses on helping clients maximize their Social Security benefits. Understanding the intricacies of Social Security can be challenging, so we provide tailored strategies to ensure our clients get the most out of 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 contributions to the community. This award is a testament to the hard work and dedication I put into both my professional and community roles.
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 motivation. Being a family man helps me relate to my clients on a personal level. I understand the importance of protecting and growing wealth not just for today but for future generations.
Q: What are your views on the evolving financial landscape, particularly concerning digital assets?
A: The financial landscape is rapidly evolving, with digital assets like cryptocurrencies becoming increasingly relevant. I believe it’s crucial for financial advisors to stay informed about these developments to guide clients effectively. My certification in blockchain and digital assets positions me to do just that, helping clients navigate this new frontier with confidence.
Q: What drives you in your work with high-net-worth clients?
A: My drive comes from a deep commitment to helping clients achieve their financial goals. High-net-worth individuals face unique challenges, and I’m passionate about providing them with the personalized strategies they need to succeed, especially in areas like tax efficiency and wealth preservation.
Q: What advice would you give to someone considering a career transition similar to yours?
A: I would advise them to embrace their previous experiences, as they often bring valuable perspectives to a new field. Transitioning from law enforcement to finance allowed me to apply my skills in discipline and public service in a new way, benefiting my clients tremendously.