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 Zak’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: