Payson: (928) 474-4350

Scottsdale: (480) 588-3015

Toll Free: (877) 474-4350

 Fax: (877) 788-1857

The people who work on Kevin's team at Kevin Dick Investment Management Group not only have the knowledge and experience to help you pursue your financial goals, but are friendly and easy to work with and challenge themselves to understand your needs.  Our team is always ready to address your concerns, answer your questions and help put you at ease.

Kevin Dick, AAMS®, CRPS® | President |  Wealth Advisor

• holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses

 

• Chartered Retirement Plans SpecialistSM , through the College of Financial Planning,Denver, Colorado

• Accredited Asset Management Specialist, through the College of Financial Planning, Denver, Colorado

 

• Payson Regional Medical Center – Chairman of the Board

• Ronald Reagan Library – Advisor Council Member

• Past President of the Rim Country Chamber of Commerce

• Past President of the Northern Gila County Economic Committee

• Past President of the Payson Community Christian School

• Past President of the Rim Country Rotary of Payson

   Member of Financial Services Institute

   Master Strategic Coach Member

 

Specializations:

 

• Wealth Planning

• Investment Planning

• Wealth Preservation/Estate Planning

• Business Contingency Planning

   Retirement Plan Consulting

   Personal and Business Coaching

 

 

Kevin is the founder and President of Kevin Dick Investment Management Group. Kevin began his career advising individuals and small businesses at one of the large national investment firms. Dissatisfied with the one-size-fits-all approach to financial planning, Kevin set out to create a unique and personal approach to wealth management. Kevin founded the firm in 2005 and has brought together customized teams of specialists to provide each client the appropriate and most comprehensive wealth management advice.

 

Kevin finds his greatest joy in being with his family, helping others both personally and financially and in spending time in the wilderness of his home state of Arizona.  Kevin, his wife Carrie (President of Retirement Asset Managers) and two children are often found mountain biking, hiking, camping or simply enjoying nature.  Kevin recently completed a hike across Scotland known as the West Highland Way and is looking forward to his next great adventure.

 

Carrie Dick, AIF® | Vice-President | Financial Planner

 

•Accredited Investment Fiduciary (AIF®)

•holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses

• Current studies at Grand Canyon University in Psychology

 

Past Committee member of Payson Parks and Recreation

Past Committee Member of PAAL (Payson Association for Advanced Learners)

Member of Strategic Coach

 

Specializations

 

Retirement Plan Consulting

Investment Planning

Wealth Planning

 

As a business owner, Carrie learned how complex and time consuming retirement plans can be for fellow business owners.  This drives her passion for the retirement plan market, focusing on compliance, administration and employee education.  She also sees the need for participants to save for their retirement, fueling her desire to help these participants reach their retirement goals.

 

Carrie, with her husband Kevin, have two children, Mason and Bailee, who keep them running through their many activities.  Carrie enjoys being outdoors, playing sports, mountain biking, hiking and enjoying the Arizona Diamondbacks and Arizona Cardinals.  Together, she and Kevin love to travel and spend time with their children creating memories.

Micah Crabdree, CRPS® | Financial Advisor

• holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses

• Chartered Retirement Plans SpecialistSM ᅠthrough the College of Financial Planning in Denver, Colorado

• Rim Country Rotary President Elect

• Bachelor’s of Science in Business Administration and Management and Certificate of Customer Service from Northern Arizona University.

 

Specializations:

 

• Wealth Planning

• Investment Planning

• Retirement Plan Consulting

 

Micah started his career path as a Manufacturer’s Sales Representative in the outdoor industry and an Account Manager in the Healthcare Industry.  Micah takes this experience and his excellent client relations experience to help his clients overcome outdated portfolios through personalized strategies that are built for today’s markets.

 

Outside the office you will find Micah getting involved in many activities that involve helping people and the outdoors.ᅠ He is also a member of the Rim Country Rotary Club and serves as the President Elect for the club. ᅠMicah grew up in Payson, Arizona and is very excited to be back to the state he calls home. ᅠMicah and his wife, Kathryn, enjoy spending time in the great outdoors.

Pam Bossert | Associate Advisor

• holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses

 

Pam and her husband Butch relocated to Payson in 2005 to raise their children Cody and Kelsey in a close knit community. Butch had grown up in Payson and graduated from Payson High School so the transition was a great fit all around. They are proud that Cody is now a Nurse at Payson Hospital and Kelsey is in school to become an Ultrasound Technician. One of Pam’s passion is helping others. She loves being part of a community that rally’s around and cares for others in time of need. Pam enjoys spending time with family and friends. She loves being outdoors, boating, camping and traveling when possible.

 

Pam’s past work experience includes 22 years at Cox Communications in various positions as well as 4 years at The Golf Club at Chaparral Pines in accounting.

 

Diane Greer | Registered Financial Assistant

• Holds FINRA Series 6, 7, 63 and 66 securities registrations though Commonwealth Financial Network as well as applicable insurance licenses.

 

•Kiwanis Club of Zane Grey Country – Treasurer

 

• 25+ years of industry experience

 

Diane has lived in the Rim Country since 1998. She appreciates the beauty of the Rim Country outdoors by fishing, camping, hiking and gardening.ᅠ Diane enjoys volunteering in the community, and has helped in several local schools.ᅠ She is also a member of the Kiwanis Club of Zane Grey Country, currently serving as their Treasurer.

This communication is strictly intended for individuals residing in the states of

AK, AR, AZ, CA, CO, DC, HI, IA, ID, IL, IN, MA, MN, MO, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI

No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.

 

Kevin Dick and Kevin Dick Investment Management Group received the highest number of votes for the Best Financial Advisor and Best Financial Services Company and ranked in the top three for the Best Business Person in the Rim Country in the 2013 Payson Roundup Best of Payson readership poll which includes two ballots per household for the Payson Roundup service area.

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