A collective of experts, strategists, and community leaders — all united by one mission: your financial freedom.
The People Behind Your Financial Journey
From personalized financial planning to seamless client care, our team is here to support every step of your path to financial confidence.
Bridgett Dickey
Wealth educator & Strategist
Bridgett Dickey is a distinguished financial planning expert and founder of Dickey Financial & Wealth Management Firm, specializing in creating comprehensive financial plans for women. With a passion for helping women take control of their financial futures, Bridgett has dedicated her career to eliminating financial worry and replacing it with clarity, confidence, and peace of mind.
Bridgett holds a Bachelor of Arts in Sociology from Texas Southern University, an MBA from Everest University, and completed the Certified Financial Planner program at Rice University. She is licensed in Life, Health, and Medicare services across Texas, New York, Louisiana, North Carolina, and New Mexico.
A sought-after speaker, Bridgett has presented at Pink Money Con, Baker Ripley Community Center, and the Woke Money Conference. She is the recipient of the Servant Leader Award from the Fountain of Praise in Houston, TX — recognized for leading financial education programs for a congregation of over 28,000 members.
- CFP Trained — Rice University
- MBA — Everest University
- Licensed: TX · NY · LA · NC · NM
- Life · Health · Medicare
Client Relations & Operations
Rita Areghan
Client Relations & Operations Manager
Rita is the heartbeat of Dickey Financial’s day-to-day operations. From managing client communications to keeping the business running smoothly behind the scenes, Rita ensures every client feels seen, supported, and taken care of from the very first touchpoint.
Tax Planning Strategist
Tamanisha Casey
TMC Consulting Group, Inc. | WBE/MBE Certified
Tamanisha Casey is a certified tax strategist and founder of TMC Consulting Group, Inc. As a trusted business partner, she works hand-in-hand with Dickey Financial clients to develop smart, proactive tax planning strategies that protect income, minimize liabilities, and strengthen their financial foundation.
Events Specialist
Dr. Marieka Thomas
Lux Maîtriser Event Planning & Experiential Design
Dr. Marieka Thomas brings elegance, precision, and vision to every event she executes. As the creative force behind Lux Maîtriser Event Planning & Experiential Design, she handles every detail — from concept development and coordination to flawless execution — for Dickey Financial’s signature events, including Dinner & Dollars and the Annual Mother of the Year Awards Brunch.
Trusted Partners, Expanded Possibilities
When your needs go beyond financial planning, our network of trusted partners ensures you always have access to the right expertise.
Estate Guru
Estate Planning Partner
Our trusted partner for comprehensive, attorney-led estate planning. Through this exclusive provider relationship, Dickey Financial clients gain access to expertly crafted estate plans — including personal and business trusts, wills, medical power of attorney, and financial power of attorney. Available exclusively through credentialed providers like us.
James Crawford
Investment Advisory Partner · JHM Asset Management
When our clients are ready to move from building their paycheck to building their portfolio, we refer them to James Crawford at JHM Asset Management. James brings deep expertise in stocks, bonds, and wealth management — making him the trusted next step for clients who are ready to put their money to work.
The Village That Builds the Vision
Behind every great mission is a community. These are the leaders and organizations whose work amplifies ours — and whose vision aligns with a more financially equitable future.
Collaboration
Dawniel Winningham Patterson
Business Coach & Marketing Strategist
Dawniel Winningham Patterson is an internationally recognized business coach and marketing strategist on a mission to help entrepreneurs build profitable online businesses and break free from the traditional 9-to-5. As a driving force behind one of the most powerful women’s business-building movements, Dawniel brings strategy, clarity, and momentum to the Girl, Mind Your Money brand — bridging the gap between financial education and real business growth.
Collaboration
Schelo D. Collier
CEO & Founder · Black Women Invest
Schelo Collier is a finance and real estate investing expert on a mission to close the wealth gap for Black women. After years of witnessing the underrepresentation of Black women in the investment space, she didn’t wait for a seat at the table — she built one. Through Black Women Invest, Schelo centers the unique financial stories of Black women to create a more equitable financial future for all.
Bridgett served as the State Director for Texas with Black Women Invest, leading chapter meetings and driving membership recruitment across the state.
BWI Volunteer of the Year — 2025 Awarded for outstanding dedication to the Black Women Invest mission.