Meet your Team
Brett Blair
Private Wealth Manager
brett@blairfinancialadvisors.com
Brett grew up in Rockwall, Texas and has always been very active in sports and music. Brett’s aptitude for science and mathematics is what drove him to pursue a degree in Mechanical Engineering from Texas A&M University. His transition...
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Greg Blair
Founder
info@blairfinancialadvisors.com
lair is the founder of Blair Financial Advisors, built on a commitment to helping individuals, families, and business owners achieve long-term financial confidence through personalized planning and trusted guidance. With decades of...
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Jheri Dixon
Client Relationship Manager
Jheri@blairfinancialadvisors.com
Jheri Dixon is an experienced relationship manager with over five years of dedicated service building strong, trust-based connections with clients. Known for her attentive approach and commitment to understanding individual needs, she...
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Morgan Loftin
Client Service & Operations
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...
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Nicole Blair
Client Support Specialist
info@blairfinancialadvisors.com
Nicole is a dedicated Customer Support Specialist with a strong commitment to delivering exceptional service and building positive client relationships. She brings a detail-oriented approach to every interaction, ensuring customer...
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