Wealth Management That Goes The Extra Mile
Prior to becoming a Wealth Manager, Brian spent a dozen years in the technology industry at a variety of small and large hardware and software companies (Microtek, MetaCreations, aQuantive, Microsoft). It was during this time his passion for investing was sparked. In 2002, he made the decision to pursue a career in Wealth Management at RBC Wealth Management and was eventually invited to join a senior partner where Brian was instrumental in building a $100-million practice from scratch. During his last four years at RBC, Brian developed and managed many concentrated-stock diversification strategies as well as accredited investments and estate plans. Brian has qualified as a Charted Market Technician (CMT) designation holder.
Innovation and entrepreneurship are two business characteristics Brian Dightman lives by; they are an integral part of running a wealth-management firm and evaluating potential investment opportunities. His general optimism is balanced by many real-world experiences managing risk. He has been part of the management team at companies that completed successful IPOs and others that had to close their doors. His investment experience also includes two recessions and bear markets.
Brian’s integrity led him to adopt a fiduciary business model which resulted in the independent Registered Investment Advisory firm, Dightman Capital, being formed in 2007.
Brian built Dightman Capital to focus on delivering smart investment decisions within a comprehensive wealth planning environment.
Kelly’s primary duties involve onboarding new clients, managing client service requests, and supporting our social media efforts. Kelly has years of experience in administration duties, most of which are in the wealth management industry. She works with clients in a variety of operational capacities and enjoys the personal interaction it brings. Kelly is comfortable with complex transactions and working with multiple parties to complete detailed processes.
In her spare time, Kelly enjoys gardening, designing jewelry, and charitable causes related to animals.
As a Paraplanner, Erin’s primary duties are focused on gathering retirement planning information and creating draft plans for review. Erin is a Series 65 licensed associate. Prior to joining Dightman Capital, Erin spent approximately 10 years in the aviation industry where she provided pilot and management services for a private ownership group with a Citation, Premier Beechcraft, and King Air aircraft. Erin has also worked in the healthcare and food industries in marketing and customer support.
Erin enjoys spending her spare time with her husband Mike, Golden Retriever Eddie, and is an avid birder.