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As a First Investments & Planning Financial Advisor specializing in retirement planning, Dale is deeply invested in the financial futures of his clients. He draws on his extensive experience in the field to assess each client’s situation and provide individualized plans for their retirement.
Dale is a Certified Retirement Planning Specialist (CRPS) with over 20 years of experience in Financial Services. He joined First Investments & Planning in 2019 after successful work with other firms.
As a married man with three grown children, Dale has time to explore his many interests. He enjoys attending plays with his wife and spending time outdoors. Dale is also active in many organizations, including his homeowners association. His efforts help to maintain an attractive and safe neighborhood.
14010 FNB Pkwy, Ste. 420
Omaha, NE 68154
I enjoy the satisfaction of helping motivated people reach the financial goals that will sustain them to and through retirement.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE