calvin dillon headshot

Calvin Dillon

Investment Analyst

Calvin is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. His role also involves tracking the performance and allocations of our portfolio.

Calvin earned a Bachelor of Science in finance and a Bachelor of Science in economics from the University of Central Missouri. Calvin also maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, Calvin enjoys following sports, golfing, playing board games, and spending time with his wife, Neely.

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