Our team works with advisors in five specific areas:

Training and Coaching
Custom Case Design
Point of Sale
Underwriting and New Business
Products And Carriers


When you partner with Dixon Wells, you expand your team of professional advisors dedicated to your clients' goals and objectives.

We have over 200 years of industry experience encompassing key professional designations. Our advanced marketing resources will help you deliver dramatic results to your clients, protect your practice and build your business.

Please click on each item above to learn more about how we can support your business


This site is for insurance/financial professionals only, and is not intended for the general public. Stephen M. Grice is an OSJ Branch Manager for
Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC & Registered Investment Advisor. TFA is not affiliated with Dixon Wells.