Dale strongly believes to provide quality advice about a client's finances requires an individualized approach. Managing investments must include considering a client's tax strategy, risk tolerances, and time horizon. With a client-focused, comprehensive plan in place and reviewed regularly to make adjustments as economic or lifestyle changes warrant, Dale strives each day, working one on one with his clients, to help them pursue their goals. He is grateful to all those who have entrusted him for over 13 years with the personal details of their finances and who allow him to make a career of being their trusted financial advisor.
Dale is Series 7 Securities and Series 66 Investment Advisor registered, as well as licensed in Accident & Health, Life, Variable Life/Variable Annuity and Long Term Care Insurance. He is well versed in the areas of retirement planning, asset management, insurance, tax and estate planning and welcomes the opportunity to assist individuals and small businesses.
Away from work Dale enjoys spending time with his family. Dale and his wife Kendra are blessed to have a daughter, Rena, and a son, Reagan. He also has a passion for anything outdoors from hunting, fishing, sports and traveling.