Dillon is a Founder and Managing Partner of Oakbridge Financial Group, where he is dedicated to helping individuals, families, and business owners build financial confidence through comprehensive planning and personalized guidance. Known for his leadership, strategic vision, and client-first philosophy, Dillon has built his career on a passion for helping others avoid common financial mistakes and achieve long-term financial success.
Raised in Harrisburg, North Carolina, a small town outside of Charlotte, Dillon developed a strong work ethic and appreciation for community at an early age. After graduating from high school, he moved to Raleigh to attend North Carolina State University, where he earned dual bachelor's degrees in Entrepreneurship and Accounting. While at NC State, Dillon was also a member of the university's football program, an experience that helped shape the discipline, resilience, and teamwork that continue to define his professional approach today.
Dillon's passion for financial planning was inspired by personal experience. Witnessing the financial challenges his family faced during the 2007-2009 financial crisis motivated him to pursue a career focused on helping others navigate financial uncertainty and create lasting financial security. He was driven by a desire to provide families with the education, strategies, and support needed to avoid similar hardships and build brighter futures.
Dillon began his career with Equitable, attracted to the firm's collaborative culture and holistic approach to serving clients. His commitment to excellence and exceptional client service quickly distinguished him among his peers. He was recognized as the top Financial Advisor in Raleigh several times as a result of the rapid growth of his practice and his dedication to delivering meaningful outcomes for clients. As his practice expanded, Dillon began building and mentoring a team of advisors, applying the same principles of accountability, education, and relationship-building that fueled his own success. Today, he leads a highly successful team that ranks among the top 10% of Equitable Advisors. He is passionate about developing the next generation of financial professionals, helping new advisors establish thriving practices while delivering outstanding service to their clients.
Dillon founded Oakbridge Financial Group with a vision of creating a firm centered on independence, innovation, and exceptional client experiences. Under his leadership, Oakbridge has grown rapidly and established a strong reputation throughout the community for its commitment to personalized financial planning and long-term client relationships. Today, Dillon continues to focus on serving clients, growing the firm's impact, and helping his team reach new levels of success.
Outside of the office, Dillon remains deeply committed to his family, faith, and community. Residing in Raleigh, he is married to his wife, Anya, and they share their home with two German Shepherd-Husky dogs, Shadow and Lumos. A lifelong sports enthusiast, Dillon enjoys coaching high school basketball and is a dedicated supporter of NC State athletics and the Carolina Panthers. He also enjoys giving back through community service initiatives, charitable organizations, and active involvement in his local church.
Dillon believes that financial planning is ultimately about more than money—it's about providing clarity, confidence, and the ability for individuals and families to pursue the life they envision. Through Oakbridge Financial Group, he remains committed to helping clients build a strong financial foundation and create a lasting legacy for generations to come.