Tom Sperling (Left), Ron Dickinson (Center), Amy Miller (Right)
Dickinson Investment Advisors
Dickinson Investment Advisors was founded by Ron Dickinson in 1998. Ron is a financial planner and CPA with over 25 years of experience serving the tax, financial planning and investment needs of hundreds of clients. His goal is to help each client achieve a well-balanced, successful retirement. He is committed to building one-on-one relationships with each and every client. Client loyalty is established through a proven trust in Ron and his staff, personal communication with frequent updates, and results that bring success.
Clients receive help managing their IRAs, rollovers and other retirement plan assets. Small business clients receive help in converting the intangible value of their businesses and real estate into significant retirement assets.
Many clients come with scattered investments that have been haphazardly accumulated over time. Ron and his team adjust these investments to help their clients meet their long-term goals and commit to participating in periodic review meetings. There are no hidden fees or charges. By incorporating a single, fee-based approach to investment and financial planning, clients receive a high level of service and advice at a reasonable price.
Complex financial concepts are explained in terms clients understand and appreciate. The more educated clients are, the better they can participate in the creation of an investment program that considers both their tax and financial needs. Ron strives to use only highly ranked mutual funds, top quality stocks, and investment grade bonds to build diversified client portfolios that, over time, have tended to meet or exceed the overall market returns.
A trademark of Dickinson Investment Advisors is open, honest and frequent communication. The value of Ron’s name and how others think about his integrity is more important to him than short-term profits. Many of his clients have been with him for more than twenty years.
Ron Dickinson
Ron is committed to a lifetime of continuous education and improvement. In addition to a college degree in business from Hastings College, Ron earned a Masters degree in Taxation from the University of Texas. He passed the rigorous CPA exam on his first attempt prior to graduating from college. Ron also spent three years undergoing a college level concentrated study in financial planning. He continues to hold licenses as both a CPA and CERTIFIED FINANCIAL PLANNER® which requires 40 to 60 hours of continuing education each year.
Ron is a Partner with Dickinson & Clark CPAs, PC. The CPA firm was established in 1991 with the merger of Ron Dickinson and Francis Clark establishing a locally owned accounting firm to bring together the benefits of their combined years of consulting in the areas of individual, corporate, and farm accounting and taxation.
As your wealth advisor, Ron develops a financial plan specifically tailored to your unique needs and goals. He manages your portfolio investments and monitors the markets for potential impact on your investments. He meets with you for portfolio review meetings and reallocates your portfolio assets based on changes in your investment goals and objectives. He serves as a sounding board for you with questions you may have. He also serves as Chief Compliance Officer for the firm.
Family is the most important priority for Ron, and a majority of his time outside the office is spent with his wife and their three sons.
Amy Miller
Amy has been with Dickinson Investment Advisors since October 2000. As our client administrator, she would be happy to help you open an account or answer any questions you may have.
Amy coordinates the scheduling of client appointments, starts the processing of new client paperwork, coordinates the transfer of assets paperwork, places trades as directed by our wealth advisor, coordinates the processing of clients’ deposits and withdrawals. and provides general customer service.
Amy and her husband call the family farm here in SW Iowa home. They have a son working with the family farm, and a daughter, who lives with her husband and two sons, in Omaha.
When she isn’t busy with her family, Amy enjoys cardmaking, scrapbooking, gardening and canning.
Tom Sperling
As an investment advisor representative, Tom provides personalized assessments with new client prospects, meets with new clients to assist with their investment account enrollment, assists Ron in monitoring and rebalancing client portfolios, and promotes sales of Dickinson Investment Advisors services. He also develops written systems of all activities of the firm, develops materials for the website, and coordinates client events and seminars.
Previously, Tom worked as a professional counselor, founded the Grace Counseling Center, and served as an associate professor of the counseling program at Grace University in Omaha. In recent years, he worked as a registered client services representative, then as a senior resource specialist with TD Ameritrade in Omaha. He has passed the Series 7, 63, 24, and 66 exams.
He and his wife have two married sons, four grandchildren, and a daughter in college. When he is not spending time with family and friends, you will find him actively involved in the ministry of his church or riding his bike.
