Advisor Profile

Dalton is a Senior Associate located in Cedar Rapids, where he partners with lead advisors to develop and implement customized financial plans, along with preparing and analyzing planning strategies, supporting client meetings, and proactively identifying planning opportunities across investments, tax strategy, retirement planning, and estate considerations. 

Dalton has 11 years of financial experience and is a CERTIFIED FINANCIAL PLANNER (CFP®) as well as a Chartered Financial Consultant (ChFC®).  His areas of expertise are in tax-aware investment strategies, retirement income planning, integrating estate planning concepts, as well as simplifying complex financial decisions and building strategies that align with clients’ long-term goals, values, and lifestyle. 

Outside of work, Dalton and his wife enjoy traveling, playing golf, going to Green Bay Packers and Iowa Hawkeyes games.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP® 
• Chartered Financial Consultant (ChFC®)

EDUCATION

• BBA Finance, University of Iowa