Brett Blair is a financial advisor dedicated to helping individuals, families, and business owners navigate important financial decisions with clarity and confidence. He combines an analytical background with a relationship-focused approach to create personalized strategies designed around each client’s goals, values, and long-term vision.

Born in Dallas and raised in Rockwall, Texas, Brett developed an early passion for both academics and athletics. He attended Texas A&M University, where he earned a degree in Mechanical Engineering. His engineering background sharpened the problem-solving, analytical, and detail-oriented mindset he now brings to financial planning and wealth management.

Brett’s introduction to the financial industry came through working alongside his father, whose example shaped the way he approaches client relationships today. Watching his father serve families with integrity, consistency, and personal care gave Brett a deep appreciation for the impact thoughtful financial guidance can have across generations. That foundation continues to influence his commitment to building lasting relationships centered on trust, communication, and service.

Brett believes financial planning is about more than numbers. While investment strategies and technical expertise are important, he values understanding each client’s unique story, priorities, and purpose. He works closely with clients to help simplify complex financial decisions and provide guidance through every stage of life.

Outside of the office, Brett enjoys spending time with his family, staying active, and being a hands-on father to his two boys while preparing to welcome a daughter to the family. He also values community involvement and investing time in the people closest to him.

Greg Blair 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 professional guidance. With decades of experience in financial services, he established the firm with a client-first philosophy rooted in integrity, transparency, and lasting relationships.

Throughout his career, Blair has been passionate not only about serving clients but also about mentoring the next generation. He took great pride in developing his son, Brett, sharing both his knowledge and values of thoughtful financial stewardship. Today, Blair has proudly passed the business on to Brett, continuing the firm’s legacy of trusted advice and family-driven leadership.

His enduring mission has always been to empower clients with the clarity and strategies needed to make confident decisions and build a secure future.

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 has developed a reputation for delivering thoughtful, personalized support in every interaction.

Raised in Frisco, Jheri brings a grounded, community-oriented perspective to her work and life. Outside of her professional role, she is a devoted parent to her two children, who are a central part of her world and motivation.

Looking ahead, Jheri is excited about the future and has plans to explore new places and cultures through travel during her retirement, embracing new experiences after years of hard work and dedication.

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 Texas Woman’s University and is known for her ability to streamline processes, strengthen client relationships, and drive organizational efficiency.

With a strong foundation in both operational strategy and client-focused service, Morgan brings a thoughtful, solutions-oriented approach to her work. She is passionate about creating seamless experiences for clients while ensuring internal systems run effectively and sustainably.

Outside of her professional life, Morgan is a proud mother to her son and pursues a unique creative outlet as an insect taxidermist—an art form that reflects her attention to detail and appreciation for intricate craftsmanship.

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 concerns are addressed efficiently and with care. Known for her clear communication and problem-solving skills, Nicole works to create seamless support experiences that foster trust and satisfaction. Her passion for helping others and her proactive mindset make her a valuable resource for both clients and her team.