Ron Dickinson, CFP®, CPA, MPA Tax

Ron Dickinson, CFP®, CPA, MPA Tax

Ron Dickinson joined Waverly Advisors in January 2025 following the acquisition of Dickinson Investment Advisors by Waverly Advisors, LLC.

As a Wealth Advisor at Waverly, Ron brings extensive experience in tax planning and preparation, investment management, retirement planning, estate review, and charitable planning.

Ron enjoys traveling and spending time with his wife Beverly and their three adult sons. He especially cherishes moments with their two grandchildren. His hobbies include endurance bicycling and weightlifting. Notably, Ron cycled across the USA from Yorktown, Virginia to Astoria, Oregon with his oldest son and has served as an elder in his local church for 30 years.

Education

  • Hastings College, Hasting, NE – BS
  • University of Texas, Austin TX

Professional Affiliations

  • Certified Public Accountant
  • Certified Financial Planner
  • Iowa Society of CPAs

Community Involvement

  • Iowa West Foundation Board Member and Chairmen of the Investment Committee

Ask Me About

  • Tax Planning
  • Charitable Planning
  • Real Estate investments and taxation
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