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®
Kevin Dick is the president of Kevin Dick Investment Management Group, which was founded in 2005. Kevin started his investment consulting career in 1997 as an investment representative with the firm of Edward Jones in Phoenix and Payson. While at Edward Jones, Kevin served as a mentor trainer, new investment representative support specialist, and productivity leader. Kevin was also recognized as a Premier Advisor for Wachovia Securities in 2008.
In addition to maintaining FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® and holding applicable insurance licenses, Kevin holds the professional designation of Accredited Asset Management SpecialistSM and Chartered Retirement Plan SpecialistSM through the College of Financial Planning in Denver, Colorado.
Kevin is a five-time recipient of the "Best Financial Advisor" award, three-time recipient for the "Best Financial Services Company" award, and 2012 top-three qualifier for the "Best Business Person" award in the Payson Roundup's Best of the Rim Country Readership Poll.*
Active in the community, Kevin serves as past president of the Payson Rotary Club and currently serves as chairman of the Payson Regional Medical Center Board of Directors. Kevin has also served as the president of Payson Community Christian School Board of Directors, Time Out Shelter Board of Directors, president and vice president of the Payson Rotary Club, chairman of the Rim Country Regional Chamber of Commerce, and president of the Northern Gila County Economic Development Corporation. He also served on the Arizona State University W.P. Carey School of Business Dean's Board of Excellence from 2002 to 2004.
Kevin and his wife, Carrie, live in Payson and have two children. Kevin is passionate about public speaking and has been requested by many institutions to speak about investment management, business practices, and motivational practices. He loves hiking, mountain biking, traveling, and spending time with his family.
*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 2012 Payson Roundup Best of Payson readership poll which includes two ballots per household for the Payson Roundup service area.
Kevin Dick is proud to have been recognized as a Winners Circle advisor for 2012a distinction attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network.
Carrie Dick, AIF®
Carrie has been an integral part of Kevin Dick Investment Management Group from inception as Operations Manager and now a Financial Planner. She holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® and applicable insurance licenses. Kevin and Carrie work together to co-manage assets for a select group of high net worth individuals and small businesses along with the unique planning needs for those clients.
Carrie is passionate about her family. She devotes most of her free time to Kevin and her two children ensuring they have a quality and love-filled childhood. Carrie currently serves and a Parent Representative for the Payson Association for Advanced Learners and served as a member of the Town of Payson Parks and Recreation Commission from 2008 through 2010 and completed the Town of Payson Leadership Academy in 2007. She enjoys running 5k's, sprint triathlons, traveling and volunteering at her children's school.
Pam Bossert is the Financial Assistant for Kevin Dick Investment Management Group. Her passion in the office is working closely with our clients to ensure excellent service and overall positive experience. Pam's past work experience includes 22 years with Cox Communications in various capacities and for the last 4 years she worked for The Golf Club at Chaparral Pines as the Accounting Assistant.
Pam is responsible for opening accounts, processing client paperwork, maintaining accounts, asset transfers, keeping clients up to date on various administrative processes in their account and numerous administrative activities.
Pam is passionate about her family. She devotes most of her free time to her husband Butch and their two teenage children ensuring they have a quality and love-filled childhood. She enjoys spending time with friends and family, she also enjoys boating, swimming, camping, traveling and attending her children's sporting events.
Client Relations Assistant
Stefanie Lyons joined our team in December 2012 and she is looking forward to enhancing your experience with Kevin Dick Investment Management Group.
If Stefanie had to describe herself in three words, they would be “friendly, optimistic and trustworthy.” We think those qualities serve Stefanie well as our Client Relations Assistant. She has an Associates Degree of General Studies from Eastern Arizona College, and is ready to expand her knowledge and education.
Outside of the office, you will find Stefanie with her five school-aged children, and her husband Mark, whom she adores. Together, they love family camping trips, and road trips to the beach.