Our Team
Assisting You To Your Full Financial Best
HERE FOR YOU
Meet The HD Money Team
Margaret Hixon
Founder & President
Margaret’s priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.
Stuart Dickson
Founder & Managing Partner
Stuart is a fully licensed investment Advisor Representative and a Certified Fund Specialist. He also has extensive financial planning experience.
Phillip Dickson
Founder & Managing Partner
Phillip is a fully licensed investment Advisor Representative and works to develop portfolio options while also expanding the reach of the company into new markets.
Patrick Quigley
Investment Advisor Representative
As a fiduciary, Patrick uses a logical approach to making sure that his clients have all of the critical, must-know facts in order to make sound investment decisions.
Mark Kennedy
Chief Investment Officer
Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.
Gabe Kaufmann
Investment Advisor Representative
As a fiduciary, Gabe uses a logical approach to ensure that his clients have all the critical, must-know facts to make sound investment decisions.
Sara Humphrey
Director of Events
Sara is responsible for keeping in touch with current and future clients of HD Money. She plans informational events on a variety of topics. Contact Sara to attend an event.
Kelley Caprario
Events Manager – St. Petersburg
Kelley is the St Pete client liaison, and she manages the St. Pete events for HD Money. Please contact Kelley regarding all things St Pete.
Coal
Chief Encouragement Officer
Coal is our loyal and friendly mascot that will assist in welcoming you into the office with a very encouraging greeting!
Core Values
Testimonials
Rich P.