Dale Robl

Dale strongly believes to provide quality advice about a client's finances requires an individualized approach. Managing investments must include considering a client's tax strategy, risk tolerances, and time horizon. With a client-focused, comprehensive plan in place and reviewed regularly to adjust as economic or lifestyle changes warrant, Dale strives each day, working one on one with his clients, to help them pursue their goals. He is grateful to all those who have entrusted him since 2006 with the personal details of their finances and who allowed him to make a career of being their trusted financial advisor.

Dale started in the industry in 2006 and is Series 7 Securities and Series 66 Investment Advisor registered, as well as licensed in Accident & Health, Life, Variable Life/Variable Annuity and Long-Term Care Insurance since 2007.  He is well versed in the areas of retirement planning, asset management, insurance, tax and estate planning strategies and welcomes the opportunity to assist individuals and small businesses. From day one in the business Dale has taken his fiduciary duty to his client and business relationships with high regard.

Away from work Dale enjoys spending time with his family. Dale and his wife Kendra are blessed to have a daughter, Rena, and a son, Reagan. They have a passion for anything outdoors from hiking, to hunting, fishing, sports and tent camping.