The financial planning team at Optimal Wealth Strategies brings with it a multitude of experience. Each member possesses a unique competency that combines to provide a comprehensive estate and financial planning solution.
Stephen Dyer, Founder
When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia, working in hospitality, and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. A personal goal during school was to earn the CFP® certification and in 2020 I passed all the required steps to become a certificant.
I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the best strategies available without beholding to another agenda. I work with you to build a plan that incorporates all aspects of your financial life. Being fully licensed for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world.
I married my wonderful wife in 2008. We have 3 boys. Our 2 oldest attend EDS and our youngest is still making his presence known at home. My wife has been involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She recently became a Pure Barre instructor as well. I currently serve on the diaconate as our church treasurer where we attend at Christ Church, Presbyterian.
I look forward to meeting with you and discovering out how we can help you plan your financial path.
Allison Jones, Office Manager
My name is Allison Jones, and I grew up in Thomson, GA. I graduate from Thomson High School and Aiken Technical College. I currently live in Martinez, GA with my husband Jason, our three boys and our brown dog Toby. We are active members at Victory Baptist Church in North Augusta, SC.
I have been an administrative assistant throughout the CSRA for the past 23 years. I love people and it is a great privilege to work at Optimal Wealth Strategies. I look forward to working with you in the future.