Meet your Team

Brett Blair

Private Wealth Manager

Brett Blair is a financial advisor and Private Wealth Manager focused on helping individuals, families, and business owners make thoughtful decisions about their wealth. His work centers on investment management, retirement planning...

Greg Blair

Founder

940-484-9288

Greg Blair is the founder of Blair Financial Advisors and has spent decades helping individuals, families, and business owners make informed financial decisions and prepare for their futures. He built the firm around a straightforward...

Jheri Dixon

Client Relationship Manager

940-484-9288

Jheri@blairfinancialadvisors.com

Jheri Dixon serves as Client Relationship Manager at Blair Financial Advisors and plays an integral role in providing clients with a responsive, organized, and highly personal experience. She works closely with clients and the advisory...

Morgan Loftin

Client Service & Operations

940-484-9288

morgan@blairfinancialadvisors.com

Morgan Ashley Loftin is a seasoned professional in client service and operations with over a decade of experience in leadership roles, including Operations Director and Procurement Manager. She holds a Master’s degree in Business from...

Nicole Blair

Client Support Specialist

940-484-9288

Nicole Blair serves as a Client Support Specialist at Blair Financial Advisors, helping support the team and contribute to a welcoming, personal experience for clients and their families. She assists with client communication, firm events..