Private Wealth Manager
Dale has been a financial advisor for over 30 years. Many of his current clients have been with him for most of that time. Dale began his career at Merrill Lynch and through that time has managed the financial affairs of individuals, family, and businesses. Dale focuses on understanding his client’s entire financial picture and provides thoughtful advice on how to integrate their various financial strategies into a well-defined plan.
Dale is an independent financial advisor with Upstream Investment Partners. Being independent is crucial to providing unbiased recommendations to all his clients. He currently holds the Accredited Investment Fiduciary designation, as well as several professional registrations including series 7, 63, 65, 9 and 10 licenses, life and health insurance licenses and a certification for the Indiana Partnership program for Long Term Care. Dale earned his Master In Business Administration in 1988.
Away from the office Dale enjoys spending time with his wife Jackie and thee three children: Jackson, Dawson, and Dash. He is committed to being active in the community and working with several local organizations. He enjoys coaching, biking, golf and tennis in his spare time.