Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
Education
Credentials
Senior Vice President–Wealth Management
Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
