Dalton specializes in data analytics and software solutions that help us gain deeper insights into our clients’ overall financial picture. Dalton excels in presenting clients’ positions in a welcoming and transparent way, conveying sometimes complex financial concepts in a clear and understandable manner. With eight years of experience in the field, he began his career specializing in disability and life insurance, specifically tailored to financial advisors, CPAs, and attorneys. After working closely with advisors daily, he knew that joining our team was the next logical step in his career. He came aboard with a commitment to honesty and integrity, seeking to earn the trust of every client and colleague with whom he works. Dalton has witnessed how money can both bless and burden individuals and businesses, and he prioritizes starting a dialogue about the “why” behind a client’s goals, taking an analytical and compassionate approach. This initiates a discussion about the “how” to get to that destination, allowing everyone to move forward together to plan the path to financial success.

Meet Our Team