I have been working with Dale since the end of medical school in 2015 and have had an excellent experience the entire time. As someone who has very little financial literacy, he has made it easy for me to navigate insurance, investing, and generally managing my finances. He is always available, quick to respond, and explains everything clearly and thoroughly. There are many companies out there that offer similar services but with Dale, I feel like he personally cares about my goals and needs. I would highly recommend him to anyone looking for a financial advisor and plan to continue working with him in the future!
