Dale is a seasoned financial planner with over 30 years of experience helping individuals and families achieve their financial goals. Throughout his career, Dale has developed a deep expertise in comprehensive financial planning, including investment management, retirement planning, estate planning, and tax strategies. Known for a client-centered approach, Dale is dedicated to providing personalized financial advice and building long-lasting relationships based on trust and transparency. His extensive experience and commitment to staying current with market trends and regulations have enabled him to guide clients through various economic cycles with confidence.
Dale is a Certified Financial Planner® and holds a degree in Finance from the University of Baltimore. He lives in Mount Airy, Maryland with his wife, Allyson and youngest son, Tyler. His daughter, Samantha, attends Roanoke College as a sophomore and plays softball for the Maroons softball team. His oldest son Parker attends High Point University studying finance with plans to follow in his father’s footsteps. In his spare time, Dale travels often to his daughter’s softball games, enjoys golfing with his wife and pickleball with friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.