Dexter serves the firm as a para planner. He is a 2016 graduate of the University of Alabama at Birmingham with a degree in Accounting. He has over seven years of experience in assisting the financial planning process of current and incoming clients, as well as tax preparation. He also assists in client relationship and other back office functions.
His hobbies include playing golf, fishing, and spending time with friends.
“Chartered Retirement Planning Counselor™, CRPC™, are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.”