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Backed by his understanding of the value and impact a retirement plan can have on a small business, its owners and employees, Kelly works closely with owners to develop the appropriate plan to meet the very specific objectives a small business has in implementing a retirement plan.

Kelly Dixon, CPA, Chief Financial Officer and Retirement Plan Consultant

As a Certified Public Accountant, Kelly primarily serves closely held small businesses. Backed by his understanding of the value and impact a retirement plan can have on a small business, its owners and employees, Kelly works closely with owners to develop the appropriate plan to meet the very specific objectives a small business has in implementing a retirement plan.

Prior to joining Cannon in 2010, Kelly worked in public accounting for eight years providing attestation services, due diligence and transaction services, assisting with the development of corporate controls, and providing general business consulting to a number of entrepreneurs.

Kelly earned dual Bachelor of Science degrees from the University of Georgia in 2003 in Accounting and Management Information Systems. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Within the community Kelly serves as a board member of YMCA Camp High Harbour and the Athens Twilight Foundation, and is a Small Group Leader for College Students at Athens Church.

Areas of Expertise

Plan Level Consulting
Compliance & Administration
Participant Education & Advice
Retirement Planning
Asset Management