Q&A with Dale

What do you find most enjoyable about your work?

Acting as a financial guide for clients is enjoyable in the ever-changing economic, social, and global environment in which we live. Helping individuals, couples, and families navigate decisions toward reaching goals regarding financial, tax, estate, and investment management and planning is rewarding. But the most gratifying aspect of my work is the personal relationships that result from journeying together, something I appreciate very much. Experiencing the joy of a retirement celebration, new grandchild, bucket list trip of a lifetime, or significant charitable donation, shared life experiences make my relationship with clients a true privilege as we serve them.

Tell me about your family

My wife Shirley and I met while students at George Fox University, married, and located in Portland to start our careers. We have two married daughters and five grandkids. Our oldest is our grandson, who is currently (2022) a student at George Fox University, and five smart, lovely, and active granddaughters, ranging in age from eighteen to three.

Our older daughter’s family lives in Sandy, Oregon. Our younger daughter’s family is in Southern California. We have had a family tradition for many years of vacationing each summer in Central Oregon at Black Butte Ranch. Swimming, biking, golfing, fly fishing, playing games, enjoying fun meals, draws us together. We are truly blessed.

What do you like to do for fun?

I love to fly fish. For the past 40 years, I have fished mostly on Central Oregon rivers and streams for trout. I fish “catch and release” and have enjoyed many great times of fishing success with fellow fly fishers. But as it is said, “You can have a great day fishing even if it is not a great day catching.”

I also play golf and appreciate the beauty and challenge of courses on the west coast as well as the camaraderie of playing with clients, family and friends. And at the top of the list is family fun. Just being present with our children’s families is the best!

Investment Philosophy

Knowledge is different than wisdom. Knowing about investments is different than wise investing. An investment portfolio with a written Investment Policy Statement should be suitable for each investor’s individual situation and monitored regularly for appropriateness and risk as life changes occur. Maintaining a longer term view of financial markets even in retirement helps during times of market uncertainty. Decades of investment experience point up the importance of broad diversification and effective asset allocation to reduce risk and as the most important elements of a wisely invested portfolio.



Dale has operated his nationwide financial planning practice since 1978 and was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1980. Dale is an active member of The Financial Planning Association, and served as past president of the Oregon Chapter, when it was known as the International Association for Financial Planning.

Dale was nominated by his peers for CFP® Professional of the Year in 1987. Dale was chosen as one of the top 200 financial planners nationally by Money magazine in 1987, and his biography is published in Who’s Who in Finance and Industry.


Dale is a graduate of George Fox University where he received his degree in Economics and Business.


Email Dale

Please take care not to include any information that is confidential or sensitive. Details of your financial picture can be discussed in person or over the phone.

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