Our Qualifications

Charles Ray Dixon, President

Certified Public Accountant, Personal Financial Specialist

Lamar University, BBA

cdixon@dixonco.com

 

Thomas D. Grayson, Financial Advisor*

Certified Fund Specialist

Ohio State University, BS

University of Michigan, MAT

University of Texas at Austin, PhD

tgrayson@dixonco.com

 

Bob Baumgarten, CPA

Certified Public Accountant

University of Houston, BBA

rbaumgarten@dixonco.com

 

Pat Robertson, Financial Consultant*

Insurance and Investments

Georgia Southern University, BBA

probertson@dixonco.com

 

Valerie Martin

Tax Preparer

Lamsons Business College, Associates Degree

vmartin@dixonco.com

 

Athena Squyres, Registered Representative, Registered Principal* 

University of Houston, BA

asquyres@dixonco.com

 

Lucy Vong

Tax Preparer

University of Houston, BBA

svong@dixonco.com

 

Michael Webb, Registered Assistant*

mwebb@dixonco.com

 

Lisa Dixon, Non-Registered Assistant 

University of North Texas, BA

ldixon@dixonco.com

 

Cynthia Mogensen, Non-Registered Assistant

LoneStar College, AA

cmogensen@dixonco.com



Jerri Sartor, Receptionist, Notary Public

cdixon@dixonco.com

 

Leah Squyres, Non-Registered Assistant, Notary Public

lsquyres@dixonco.com

 

 *Registered Assistants are registered with SagePoint Financial, Inc.