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Meet Our Team

How We Work

Our team is the heart and soul of our organization. Comprised of talented and experienced professionals, we are united by our passion for delivering exceptional results to our clients. Get to know the faces that will help you on your journey to success!

Where Our Decades of Wisdom and Knowledge Meet, to Optimize your Well-Being and Prosperity.

Meet Our Team

Lisa Dickholtz, CFP®

Co-Founder, Wealth Advisor


My career as a Financial Advisor (never an assistant) has spanned over 36 years. I am a Wealth Advisor with Securities America Advisors and Co-Founder of DICKHOLTZ HEALTH & WEALTH. I am licensed in both securities and insurance, but what...

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Marshall Dickholtz, D.C.

Co-Founder of NUCCA Board Certification

For over four decades, I have been providing  NUCCA spinal care to over 10,000 individual patients as a NUCCA Board Certified Doctor. It is my mission to aid people who are suffering from pain and ill health or anyone who desires to opti...

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