Search News Posts
Our relationships with clients are based on trust and service. Trust is the reliance on the integrity, strength and ability of another. It is more than mere confidence or expectations of success. It is a duty to use best efforts to do what is fundamentally right for clients, and inspires us to continuously improve the depth of our knowledge. Service is the application of that knowledge, and goes beyond views to the market. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. Your selection of us as your Investment Advisor and financial consultant is the highest honor you can give us. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careersto carry out properly.
2014 – Present
2016 – 2017
2014 – 2016
2014 – Present
Retirement Plan Services Officer
Retirement Plan Analyst
1998 – 2006
Bachelor of Business Administration
Securities Licenses: General Securities (Series 7), Uniform Combined State (Series 66)
Dale has no disciplinary information history to disclose.
Advisory Services offered through RDA Financial Network, a registered investment advisor. RDA Financial Network, d/b/a InterActive Financial Services. RDA and InterActive Financial Services are not affiliated.