As the president of RDS Wealth, Dale is dedicated to helping our clients Save Money, Plan Well, and Live Happy™ in retirement. As the host of our podcast and radio show, “The Retirement Matters Show,” Dale seeks to shine a light on what it means to LIVE HAPPY in every area of life.

Dale began his career in the financial services industry, working for a corporate financial advisory firm in late 2008. As you may recall, this was a very volatile time in the stock market, and it has helped shape the philosophy that we embody here at RDS Wealth. Dale understands that every individual deserves a personalized plan for retirement and that many people by age 60/70 are looking more for preserving what they have as opposed to making more in returns. This is why Dale built and then trademarked our firm's planning process, The Retirement Atlas.

Dale was born in Louisville, Kentucky, and raised in Lebanon, Kentucky. He moved to Campbellsville to study for his undergraduate degree, where he double majored in biology and business with an emphasis in finance. After earning a Master of Business Administration with an emphasis in economics, Dale obtained his Series 7 and Series 66 licenses and began providing comprehensive financial planning to his clients. Shortly after realizing the high level of need and complexity in the advice for those who are planning for retirement, Dale started specializing in retirement income planning and went back to school to obtain his RICP® designation.

Although Dale has achieved many awards and accolades from around the country within the retirement planning industry, Dale often says his greatest achievement is when he can help one of our clients achieve their own financial goals. Dale views himself, and our firm, as a partner for our clients to lean on along this journey to and through retirement.

Dale has two very handsome sons, Andrew and Matthew, who are the pride of his life. Somehow in his “spare time,” Dale focuses on his own hobbies. Between being an all-star dad to his two boys and being a partner for so many of our clients to lean on, Dale enjoys golfing, jogging, lifting weights, writing and flying — along with a few more that he only has limited time to focus on. It’s safe to say that one thing Dale lacks is sleep, but he makes up for it with ambition. Dale’s top ambition in life is to serve his creator and to share the grace and love of Jesus Christ with those around him. Directly behind that comes his desire to help you build the retirement you have always imagined, free from the worry of stock market ups and downs. If this sound like something you would like to learn more about, Dale wants to put our team to work for YOU.