Our Firm

Grounded in discipline. Built on partnership.

We bring personal advice and specialized investment expertise together. We take time to understand your priorities, select investment strategies with care, and connect your portfolio to a considered financial plan.

Our approach is grounded in discipline and strengthened by collaboration. Through clear communication, ongoing oversight, and consistent follow-through, we build relationships that deepen as your life and priorities evolve.

An understanding beyond investments.

Our roots in a CPA firm shape how we consider your wealth. We look at investments alongside taxes, cash flow, and business interests, recognizing how a decision in one area can affect another.

That understanding informs our advice and our work with your other professional advisors, keeping your investment strategy connected to your broader financial life.

A stack of well-worn books resting on a leather armchair in a library

The meaning behind the mark

Cap and Chief

Our paired horses reflect a family history of discipline, preparation, and shared effort. They express a belief that guides our work: individual strengths become more meaningful when directed toward a common purpose.

Our mark honors G. Wells Jackson and his draft horse team, Cap and Chief. Their success reflected disciplined preparation, an understanding of each horse’s strengths, and the ability to bring those strengths together. That same respect for preparation and partnership informs our approach at Dimera.

A farmer stands on a wagon behind two grey draft horses in a green field below the mountainsA team of dappled draft horses leans into a pull at a county fair arenaTwo white draft horses in harness at a pulling contest

From the Jackson family archive

Distinct expertise. One cohesive strategy.

Our open-architecture approach allows us to select investments from a range of outside managers rather than a proprietary product lineup.

We evaluate each strategy on its merits and its role within your portfolio, bringing specialized expertise together around your objectives.

Our People

Get to know the people you will work with and the experience they bring to your financial decisions.

Breck Jackson

[Approved title and credentials]

[Approved biography: current role, relevant experience, education and a brief personal detail.]

Jacob Regen

[Approved title and credentials]

[Approved biography: current role, relevant experience, education and a brief personal detail.]

Additional team members

[Approved names and roles]

[Approved biographies and photographs.]

Let’s talk about what a good advisory relationship looks like for you.

Meet With Us