Amy Dixon

Wealth Advisor

Amy Dixon is committed to working as a team to develop a financial strategy that ensures the right financial tools are in place to effectively reach your goals.  She’ll work with you to help simplify complex concepts and bring a new understanding to a broad range of financial strategies.  She specializes in:

  • retirement planning
  • cashflow management
  • income distribution strategies
  • tax diversification
  • succession planning
  • wealth accumulation

Amy works with business owners, farmers, individuals working towards or who are already retired, and those experiencing life transitions.  She is licensed to offer securities and insurance to high-net-worth clients in multiple states. 

“The most important thing is to get to know your clients so you can fully understand where they’re at today, what’s important to them, and what their personal and financial goals are,” says Dixon.  “I listen to what you want for your future, so then together we can create a customized plan to help you get there.  I believe that financial planning is about more than just good advice or investment returns.  It’s about providing guidance you can trust.”

Amy is a native of Mason City, IA and a graduate of AIB College of Business where she double majored in Finance and Business Administration.  Amy's been involved with many community youth organizations over the years, as well as community leadership and Arts groups.  Amy enjoys spending time with family and friends, participating in community activities, working on home improvement projects, and cheering on the Chicago Bears.  She has one daughter who also resides in Mason City.

Phone 641-424-9899
Fax 641-424-9906