What I love most about my job is seeing how our LifePlans unlock our clients’ dreams. It gives meaning to all the number crunching.
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Dalton serves as the financial project manager for Doug’s advisory team’s clients. He makes sure that what needs to get done to help clients implement their LifePlans gets done. Dalton responds to client inquiries and service requests. He also assists with investment research and is responsible for the daily execution of LifeGuide’s investment strategy.
A bit about his background:
Dalton is a graduate from Temple University where he earned a B.B.A. in Finance and Financial Planning and received the Summa Cum Laude honor for his outstanding academic performance. During his time at Temple, he also completed the education component of the CERTIFIED FINANCIAL PLANNER™ certification and has since passed the CFP® Exam.
What Dalton says he loves most about his job:
“I really enjoy crunching the numbers and diving deep into the analysis that goes into every LifePlan, but seeing how a good plan has been able to positively impact so many families is where my job really comes to life.”
Outside of work:
Dalton lives in Carlisle, PA, but is rarely ever home. You’re most likely to find him at Eagles Crossing (his favorite golf course), floating down the Yellow Breaches in his kayak, or exploring a new restaurant. He is also very involved in his church where he is part of a great small group, serves as Finance Deacon, and volunteers on the production team. Dalton also prides himself in being able to find new uses for ordinary things.
His favorite organizations:
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The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
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You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!