Dale joined the Investor’s Resource team after creating, growing and selling his accounting business. In addition to serving many personal and business clients in his accounting practice for over 25 year, Dale’s comptroller experience in leading a manufacturing company through financing expansions and building financial reporting systems deepen the IR team capability for clients. Dale, an accounting graduate of the University of North Alabama, brings strengths in the areas of tax planning for clients as well as personnel and financial management to the Investor’s Resource Team. He also obtained the Certified Exit Planning Designation (CExP) in 2012.
Dale works with clients and has developed additional capability in comprehensive financial planning. He is the primary point of contact for tax planning, goals and retirement scenarios, insurance and estate planning/coordination and serves as a connector between the I.R. Team and the other professional advisors that client’s may have such as their CPA, attorney, etc.
As a Managing Director with Investor’s Resource, he serves on the Advisor Leadership Committee and is directly responsible for team and organizational development, office-wide process improvement, financial reporting, client wealth management services.
Dale believes that wealth management is more than numbers. He is genuinely concerned with helping people reach their goals and dreams while minimizing their fears and concerns. He believes clients are best served when we stay on the cutting edge of information and technology while never losing sight of the things that ultimately bring joy, peace, and happiness to their lives.
He is married with 3 children and 4 grandchildren. Dale serves on the board of Indian Creek Youth Camp and enjoys fishing, hunting, and golf. He is a frequent speaker for revivals and church growth workshops. He is a fan of most any college sport, an active supporter of the UA Huntsville Charger sports programs, and a member of the Madison Chamber of Commerce.