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Dalton holds a Series 65 license and has worked in the financial services industry for most of his professional career. With experience across multiple facets of the financial industry, Dalton takes a comprehensive approach tailored to meet each client’s unique needs – whether they are young professionals starting their financial journey, or retirees looking to preserve their nest egg.
Outside the office he enjoys spending time with his kiddos (Alaska, Drayson, & Hazel) and golfing.
