![](https://monetagroup.com/wp-content/uploads/2024/02/Library-Hero-2000x800-1.webp)
The Weber Dickens Team
About Us
Knowing our clients and truly understanding their goals and objectives is at the heart of the work that we do on our team. Taking the time to learn from our clients and customizing an approach to navigating complicated financial matters is key to the long-standing partnership that we have with our clients.
With a combined thirty plus years of experience in working with clients in varying situations and circumstances, Doug Weber and Bill Dickens have developed an extensive expertise in counseling successful individuals, families and institutions in the areas of:
- Executive Benefits and Financial Planning
- Business Transitions
- Wealth Preservation and Legacy Planning
- Emerging Affluent and Wealth Accumulation
- Women in Transition
- Retirement from Federal Service
- Qualified Retirement Plan Design and Administration for Businesses
- Endowment and Private Foundation Policy Design and Investment Management
We take pride in the confidence our clients place in our team and for the opportunity to act as their advocate in the financial matters they face allowing them to enjoy more of what they enjoy in life.
Team Members
-
Billy Dickens
PartnerCFP® -
Christopher Moore
Client Service Manager -
Daniel Side
AdvisorCFP® -
Douglas Weber
PartnerCPA, PFS -
Justin Volkmar
Advisor -
Michael Lynch
Client Service ManagerMBA
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Fresh Faces, Short Cycles
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
-
Second Quarter Investment Report
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…
-
Monthly Recap – June 2024
Chris Kamykowski, CFA, CFP – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of…