Dale has been working closely with multiple generations of high net worth families for over fifteen years, successfully building and maintaining a sustainable program for long term wealth accumulation and distribution. His years of experience in tenuous markets are enhanced with the combination of his designations as a Certified Financial Planner®, Certified Private Wealth Advisor® and Certified Investment Management Analyst®. This training provides him with the skills required to execute comprehensive plans for his families and provide for the most advanced abilities to manage portfolios. Additionally, Dale is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is qualified to provide highly personalized wealth management services to his clients.
Dale shares his knowledge whenever possible, guest lecturing at area universities, in the news, or on television. Possessing a great passion for the world of finance makes this an enjoyable process as he looks for ways to give back to clients, friends, and the community at large.
A dedicated husband to his wife Tracey and father of two young daughters, Dale maintains a family, community, sports and charitable schedule that attests to his ability to make managing various activities seem effortless. From beautiful museums, to local charities, to the jungles of Ecuador, Dale works to make the world a better place whenever possible. He enjoys coaching both of his daughters' lacrosse teams, currently serves as a member of the Board and Finance Committee, of the internationally recognized Living Classrooms Foundation, and serves as a member of the Finance and Facilitates Committee for Health Care for the Homeless. He also serves as a formal mentor through American Corporate Partners, assisting veterans in successfully transitioning to the work force. Dale earned a B.S. in Biology from Dickinson College and an M.B.A. in Finance from Loyola University.
Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NY, OR, PA, SC, TX, UT, VA, WA, WI