Dalton helps clients simplify complex financial decisions and create a clear path toward retirement, wealth accumulation, and long-term financial security.

 

Dalton believes strong financial planning starts with understanding the full picture. He works with clients on investment management, retirement income planning, tax-conscious strategies, insurance planning, and estate and legacy considerations. Dalton’s approach is built around education, transparency, and helping clients feel confident in their financial decisions. He is passionate about helping clients create a clear plan and stay on track toward the goals that matter most to them.

 

Dalton earned his degree in Finance with an emphasis in Financial Planning from the University of Wisconsin–Whitewater, graduating magna cum laude. He is a CFP® professional, a designation that reflects his commitment to ongoing education, ethical standards, and providing thoughtful, comprehensive financial planning for his clients.

 

Originally from Wisconsin, Dalton now lives and works in the Charleston area. Outside of work, he enjoys staying active, playing guitar, golfing, and spending time with friends and family.