Wayne Freeman works with clients to develop and implement personalized financial and investment strategies built around their goals, values, and long-term objectives. Wayne helps clients navigate complex financial decisions through thoughtful planning, disciplined investment guidance, and a clear understanding of how each choice fits within their broader financial lives.

Why I Joined Dixon Financial Services:

“Successful investment management comes from gaining perspective.”

Although I entered the field of investment management in 1992 through a more traditional broker-dealer, it did not take long for me to realize that selling products was not a sustainable way to build lasting advisory relationships and truly help clients. Being an advocate for others has always been a passion of mine, so joining a client-focused firm like Dixon Financial Services in 1995 was a natural and rewarding fit.

Outside of Work, My Passions Include:

Teaching and child advocacy have been passions of mine for many years. After working my way through college as a ski instructor, (helping others learn a sport I love), I turned that same focus toward raising my son Grant, and daughter Megan. Today I volunteer as a youth leader at my local church. My wife Patti and I serve as child sponsorship advocates for Compassion International. I deeply believe in Compassion's vision that we can change the world by breaking the cycle of poverty and encouraging young people to become the ethical leaders of tomorrow. I also enjoy cycling and the occasional round of golf.

Wayne's Educational and Career Background:

Wayne started his financial career at American Express in 1992. He joined Dixon Financial Services in 1995. Wayne completed the College for Financial Planning's Certified Financial Planner Professional Education Program in 1997, and received his CFP® designation from the CFP Board of Standards in 1998. He also holds the Certified Investment Management Consultant (CIMC®) and Certified Investment Management Analyst (CIMA®) designations.