Dale has 16 years of experience in the financial services industry.
Dale is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT™, and CHARTERED LIFE UNDERWRITER™ professional who advises clients on investments, tax planning, annuities, insurance and retirement planning.
Dale received his bachelor’s in Business Administration from the University of Wisconsin – La Crosse, where he majored in Finance and Marketing and minored in Chemistry.
Dale lives in Elm Grove. He enjoys reading, exercising, doing yard work, and listening to podcasts.