About Dale
With 30 years of service in the financial industry, Dale has always enjoyed working with clients to help them navigate their financial lives. He builds deep relationships with clients and genuinely cares for them, which makes his work even more meaningful and rewarding. With a background as a CPA, Dale focuses on designing tax-efficient wealth strategies that are customized to each client’s financial and life circumstances. The wealth management plans he builds include comprehensive planning for retirement, charitable giving, estate planning, and college savings.
Outside of work, Dale serves as a member of the board of directors of Clinic with a Heart, a Lincoln-based organization dedicated to offering medical care to uninsured or underinsured individuals. An avid, low-handicap golfer, Dale is a member at Hillcrest Country Club, where he sits on the board of directors and previously served as president. Dale is married to Donna, “The Lincoln Cake Lady,” and is frequently introduced and recognized as “Mr. Lincoln Cake Lady.”
Education and Professional Milestones
-University of Nebraska-Lincoln College of Business Administration graduate
-Prior to Focus Partners Wealth, was a wealth advisor at Executive Wealth Management
-Practiced as a Certified Public Accountant; continues to hold an inactive CPA license and is an associate member of the Nebraska Society of Certified Public Accountants
With 30 years of service in the financial industry, Dale has always enjoyed working with clients to help them navigate their financial lives. He builds deep relationships with clients and genuinely cares for them, which makes his work even more meaningful and rewarding. With a background as a CPA, Dale focuses on designing tax-efficient wealth strategies that are customized to each client’s financial and life circumstances. The wealth management plans he builds include comprehensive planning for retirement, charitable giving, estate planning, and college savings.
Outside of work, Dale serves as a member of the board of directors of Clinic with a Heart, a Lincoln-based organization dedicated to offering medical care to uninsured or underinsured individuals. An avid, low-handicap golfer, Dale is a member at Hillcrest Country Club, where he sits on the board of directors and previously served as president. Dale is married to Donna, “The Lincoln Cake Lady,” and is frequently introduced and recognized as “Mr. Lincoln Cake Lady.”
Education and Professional Milestones
-University of Nebraska-Lincoln College of Business Administration graduate
-Prior to Focus Partners Wealth, was a wealth advisor at Executive Wealth Management
-Practiced as a Certified Public Accountant; continues to hold an inactive CPA license and is an associate member of the Nebraska Society of Certified Public Accountants