"I want to help make wealth a blessing!"
Dale began his career in the financial industry, and began working with John, in 2003. Prior to becoming a Wealth Advisor, he practiced law as an Estate attorney for over 20 years. Dale is a Certified Financial Planner (CFP®) and is a Chartered Retirement Planning Counselor (CRPC®). Additionally, he holds the FINRA Series 7, Series 63, Series 65, and Series 31, and holds insurances licenses in more than 20 states. Dale obtained a BS in Business Administration from Oral Roberts University before graduating from Law School at the University of Virginia. He also obtained a Masters in Foreign Affairs from the University of Virginia Graduate School.
Dale is a member of Fishhook International and First Alliance Church, and is active in many other organizations within the Lexington community and beyond. Dale has played a pivotal role in organizing the Governor’s Prayer Breakfast and regularly attends the National Prayer Breakfast. Dale is passionate about his job. He wants to help make wealth a blessing for his clients.
In addition to a love and interest of helping clients pursue their financial goals, Dale enjoys taking mission trips with his wife, Louisa. They have been to China, India, Columbia, Costa Rica, Latvia, Israel and Jerusalem. Dale and Louisa have five sons, four graduated from The Citadel and one graduated from Texas A&M. His son, Jack, joined the team in 2015 (Jack’s bio is below).