Dixie Roberts
CFP®, BFA™, CRPC®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
Financial Advisor: Holistic Wealth Management
Whether you're planning for retirement, saving for college for children/grandchildren, or protecting the financial future of the ones you care for the most, we work together to reach your goals.
Our Advisors have a deep understanding of military life and can help you integrate your benefits into a comprehensive financial plan that fits your unique circumstances and goals.
We’re here for you.
For decades, First Interstate has been part of the fabric of many hard-working towns and cities. Our belief—that community banking means so much more than simply transactions and
Charting Your Financial Future
Solutions for today - legacy for tomorrow.
Financial planning firm specializing in retirement and pre-retirement planning, with a strong focus on smart tax strategies.
Our team helps clients achieve financial independence through professional advice, sound risk management., quality investments & personal service.
We offer life insurance options, investment advice, financial planning, estate planning, retirement planning and strategies.