Paraplanner/Analyst

Originally from Michigan, Dale is a dedicated analyst with a passion for data-driven decision-making and creative financial strategies. He graduated from Michigan State University in 2011 and has been a key member of Redstone Wealth Management as a Paraplanner since 2016. With a deep understanding of financial planning, investment analysis, and technology-driven solutions, Dale thrives at the intersection of finance and innovation.

A self-proclaimed data nerd and fin-tech junkie, Dale has a natural propensity for computers and technology, always seeking ways to enhance efficiency and precision in financial planning. He embraces tech solutions to streamline processes and improve client experiences.

Outside of work, Dale enjoys watching his golf handicap erode as he ages less than gracefully, but above all, he treasures time with his wife and two young boys.