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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 Parkway, Suite 420
Omaha, NE 68154
PO Box 3327
Omaha, NE 68172
I enjoy the satisfaction of helping motivated people reach the financial goals that will sustain them to and through retirement.