Dale is a Senior Vice President and Financial Advisor with Robert W. Baird & Co. He has been providing wealth management advice to high net-worth individuals, professionals, business owners, corporate executives and non-profit organizations for more than thirty years. He graduated from Washington State University in 1982 and has worked with notable firms Dain Bosworth, Piper Jaffray and Wells Fargo Advisors.
In 2014 Dale joined Robert W. Baird & Co. through the acquisition of McAdams, Wright, Ragen. In 2000 he successfully completed his Certified Investment Management AnalystSM designation (CIMA®) through The Wharton School, University of Pennsylvania. He is also a member of the Investment Management Consultants Association (IMCA). In 1990, he obtained his CERTIFIED FINANCIAL PLANNERTM certification from the College for Financial Planning in Denver, Colorado.
Through his local church, Dale Co-Founded Bridgetown Mentor’s Forum – a once a month speaking forum featuring business owners and professionals primarily from the Portland metro area aimed at mentoring the younger generation about life, career and family.
He is an advisor to the Development Team at Bridgetown Inc. a non-profit organization that provides assistance and relief to Portland’s homeless community as well as low income families and children in the metro area.
Dale and his wife Cher currently reside in Portland, Oregon. He has two sons, Lucas and Braden. He loves sports and the outdoors and his favorite activity is fly fishing the many streams and rivers in the Pacific Northwest.
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