Our Team

Barbara Lynn Allison

President/Wealth Advisor

Barbara Lynn Allison founded Allison Financial Group, Inc. in 1994 based out of Boston, Massachusetts. Her core mission was to create a client-centered approach to financial planning and wealth management, something she felt was lacking in the industry. This holistic approach required a keen understanding of the emotional, psychological, and practical belief systems of all her clients. Acknowledging this deeper undercurrent of behavioral finances made it possible for Barb to be proactive and prepare her clients for the inevitable transitions that occur in all our lives.

Using financial planning as a tool, Barb's experience at illustrating how different paths can impact her clients’ lives in the long run. These plans allow her clients to see the possibility of their dreams and the courage to act on them. Designing customized portfolios based on these plans supports the transitions to living their dreams while still being mindful of future needs. This process became the Allison Advantage.

Barb’s passion has always been growth; personal, professional, and spiritual. In 2020, continuing her passion for growth, she moved to Laguna Beach, California to create a family practice. From this transition, she has been able to pass on the legacy and principles of a client-centered financial firm to her niece and nephew, while maintaining her East Coast client relationships. Being in long-term relationships with her clients has been the greatest honor of Barb’s life.

Ever mindful of a deeper connection to the universe, Barb spends some of her free time in spiritual workshops and retreats. You can also find her on a tennis court or enjoying time with her extended family.

CA Insurance Lic. # OG52983

Victoria Dixon

Wealth Advisor

Tori Dixon was born and raised in beautiful Orange County, California. She graduated from Loyola Marymount University with a bachelor’s in psychology and a passion to work with people. Tori firmly believes in the importance of behavioral finance. To reach your goals, you must first address the emotion of money and the effect that gender, generation, culture, and religious beliefs have on your perspective of wealth.

Tori’s top priority is developing a meaningful relationship with clients built on honesty and trust. Discussing finances can often feel overwhelming and uncomfortable, and as an advisor, she fosters an open environment for clients to voice concerns and dream big. Tori helps empowers individuals and families to reach beyond the ordinary to bigger heights. Her innate skills of active listening and empathy, coupled with a drive for excellence, propels her to go above and beyond for her clients.

Tori lives near the water in Newport Beach in an authentic beach cottage. She enjoys riding her bike on the boardwalk, cooking homemade meals for friends and family, and exploring new countries! Tori’s newest roommate is a cat named Winnie who gives her a run for her money. Close family is paramount for Tori, so the opportunity to work with her aunt and brother in a family practice has been one of her biggest blessings.

CA Insurance Lic. # 4247942

James Dixon

Wealth Advisor

James came to Allison Financial Group after excelling in a corporate sales role that left him wanting to pursue a career with a more meaningful impact on people’s lives. His psychology degree from Chapman University combined with his sales background prepared him for a career that requires a balance of both emotional and technical perspectives. In 2020, he helped form the Allison Financial Group “family practice” to work with his aunt and his sister.

James utilizes a holistic approach to discover and understand each client’s specific goals and concerns. He has a unique ability to integrate the human element of finances with experienced and personalized guidance. James focuses in portfolio construction, tax efficient strategies, retirement planning, generational wealth transfer, and small business retirement plans. He is meticulous in his analysis and steadfast in his pursuit of the best strategies for his clients to help towards realizing their dreams. James strongly believes in educating clients about the power of investing and healthy financial habits that lead to financial freedom.

James resides in Newport Beach with his wife Ashley and their two cats. In his free time, James enjoys playing golf, traveling with his family, or attending an Angels game. He also enjoys playing board games with his lifelong friends- though Ashley thinks he can be “too competitive”.

CA Insurance Lic. # 4245928

Kate Dixon

Director of Business Development

As Director of Business Development at Allison Financial Group, Kate Dixon brings a unique blend of creativity and strategy to our group. Prior to joining the team, she spent nine years in the fashion industry as a Merchandise Planner, where she honed her skills in data analysis, forecasting, and cross-functional project management. After seeing how much passion James and Tori had for the business, she knew she could use her skills to help support people on a journey that can often feel overwhelming or daunting.

Kate is excited about identifying growth opportunities and creating streamlined processes that support both clients and advisors. She is especially eager to bring a fresh perspective to the team – applying her planning background to help clients feel confident, informed, and supported in their financial journeys. As a self-proclaimed Excel enthusiast, Kate is usually already thinking about how to turn just about anything into a spreadsheet. Whether it’s planning an event or organizing a vacation, there’s a good chance there’s a tab for that!

Outside of work, Kate is an avid traveler who finds inspiration in exploring new places. She has visited over 30 countries and is always looking for where her next adventure will take her…although it will likely start on a spreadsheet. She also loves hosting friends and family, reading, and spending time at the beach.