Dale has over 24 years of experience in the banking and financial service industry and is a 23 year resident of West Allis. He has been nationally recognized for his investment and insurance sales and service by American Equity, American Express Allianz, F & G and Dressander BHC. Dale earned Bachelors Degree in Finance from the University of Illinois-Chicago and has worked for LaSalle National Bank, Maritime Savings Bank, and has been a Financial Advisor with FMS Financial Services, Inc. and its affiliates for 22 years.
Dale is licensed to offer a wide range of financial and investment products and is a financial advisor with Packerland Brokerage Services, Inc. His fixed offerings and back office support is provided by FMS, which has several locations in Wisconsin and a home office in St. Charles, Illinois.
Dale is very proud of the relationships he has developed with clients in helping them achieve their financial goals with a conservative approach. He is known for his availability for meeting with his clients multiple times during a year to make sure that their plan stays on course and is in proper balance. Dale is a 401k and IRA rollover specialist working with safe income and RMD planning.
Dale and his wife Sarah have three children and he is active in the community, in his church, and in coaching youth athletics.
