Dale is a CERTIFIED FINANCIAL PLANNER™ serving his clients with a planning first focus.
Dale began his financial & estate planning practice in 1982, partnering with John Ricks and establishing their financial planning firm, Idaho Planning Service, Inc. Together, Dale and John co-authored the estate planning book "Wealth Enhancement & Preservation". Dale achieved his Certified Financial Planner (CFP) designation in 1992.
He is very active in his community having served as Chairman to the Dodge National Circuit Finals Rodeo for numerous years, and is currently serving as chairman of the Bannock County Fair Board. Dale is married and has four children and 8 grandchildren. He loves fishing and traveling!