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, and comprehensive financial strategies designed around each client’s goals, circumstances, and long-term priorities.

Born in Dallas and raised in Rockwall, Texas, Brett earned his degree in Mechanical Engineering from Texas A&M University. His engineering background developed an analytical and problem-solving mindset that continues to shape his approach to investing and financial planning—balancing careful analysis with practical, disciplined decision-making.

Brett entered the financial industry working alongside his father, Greg, whose example had a lasting influence on the way he serves clients today. Seeing relationships built over decades—and in many cases across generations—reinforced Brett’s belief that exceptional financial advice requires more than technical expertise. It requires building trust, accessibility, consistency, and a genuine understanding of the people behind the portfolios.

Today, Brett works closely with clients through major financial decisions and transitions, from preparing for retirement and managing investment portfolios to navigating business, estate, and multigenerational wealth considerations. He believes the best financial relationships give clients both a clear strategy and a trusted resource they can turn to as their lives and priorities evolve.

Outside of the office, Brett enjoys spending time with his wife and family, staying active, and being involved in his community.

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 philosophy: put clients first, provide thoughtful advice, and develop relationships that last.

Over the course of his career, Greg has guided clients through changing markets, retirement decisions, and important financial transitions. Many of those relationships have continued for decades and across generations, reflecting the personal approach and consistency that have defined his career.

Greg also played an important role in bringing his son, Brett, into the financial industry and preparing him to lead the next generation of Blair Financial Advisors. Their years working together helped preserve the values on which the firm was built while allowing the practice to continue evolving and growing.

Today, Greg remains an important part of Blair Financial Advisors and continues to bring his experience, perspective, and longstanding client relationships to the firm.

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 team to help coordinate account needs, facilitate requests, and ensure clients receive timely support whenever they need assistance.

Known for her attention to detail and approachable nature, Jheri takes pride in getting to know the individuals and families the firm serves. She believes strong client relationships are built through consistency, communication, and follow-through, and she works to make every interaction with Blair Financial Advisors as seamless as possible.

Raised in Frisco, Texas, Jheri has strong ties to the North Texas community. Outside of the office, she enjoys spending time with her family, traveling, and making memories with her two children.

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 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, and other initiatives designed to strengthen the relationships that are central to Blair Financial Advisors.

Nicole brings a thoughtful, detail-oriented approach to her role and enjoys helping clients feel connected and well cared for. Her warm personality and commitment to service make her a valued part of the client experience and the Blair Financial team.

Outside of the office, Nicole enjoys spending time with her family, traveling, and creating memorable experiences with the people closest to her.