LUTCF®, Founding Partner
Dale was born and raised in Cleveland, Ohio.
He began his financial services career with Merrill Lynch in 1983. He also worked at Smith Barney. In 1999 he joined Cleveland Financial Group, where he focused on retirement and investment planning. In 2006, Dale co-founded Beacon Financial Partners in Beachwood, Ohio. Beacon has twelve financial advisors and a financial planning support team, all who worked previously at Cleveland Financial Group.
At Beacon Financial, Dale is the chairman of the investment committee. His nearly thirty years in the financial services industry have allowed him to share his perspective and market insights with clients and colleagues alike. Dale has consistently demonstrated the capability to develop and execute financial plans and investment strategies in alignment with his client’s objectives.
Dale and his wife Marcie have been married 20 years and reside in University Heights. They have 3 children ages 19, 17, and 12. Dale is an avid golfer.