Our Qualifications

Along with holding the required SIE, Series 7 and Series 66 licensures, Dale and Stacy are fiduciaries with extensive personal and professional experience.

As independent advisors, we have access to and are licensed to sell a variety of investment and insurance products.

Formerly Investment Management Associates, we have been working with individuals and businesses in the area for several years.

Our committment and dedication to develop lasting relationships with all our clients is a priority. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.