Dion has been involved in the financial services industry since 1995 and his focus is to help companies with the retirement plans. He also works with high net worth individuals to develop and implement financial plans that will meet their unique individual goals including portfolio accumulation, tax reduction strategies and estate planning strategies.
Dion has received multiple industry awards throughout his career in the financial services industry including becoming a member of the Million Dollar Roundtable. He is also a current member of the Construction Financial Management Association (CFMA).
Dion holds his FINRA Series 6, 7 and 65 registrations. He is also life, accident and health licensed in multiple states. Dion is a registered representative with Private Client Services, Member FINRA/SIPC as well as an investment advisor representative with Prime Capital Investment Advisors (PCIA).
Dion grew up in western Kansas where his family still farms. Prior to PCIA, Dion spent two years in the banking industry, managing customer accounts. He has also spent 10 years with a financial firm located in Omaha, NE where he worked with business owners and high-net-worth individuals.
In his spare time, Dion enjoys spending time with his wife, Angie and his two children, Ashley and Bryce.
*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization. and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.