Dale brings over 36 years of experience as a CPA and 10 as a financial advisor in service to our clients. A 1981 graduate of Baylor University, Dale's career spans both public accounting at Grant Thornton and private accounting at major corporations EDS and Rubbermaid. In 2002, he formed his own firm to provide QuickBooks consulting and other accounting services to his business clientele. Dale affiliated with Avantax (formerly 1st Global) in 2008 and has passed the FINRA Series 7 and 66 exams. A lifelong native of the Greenville, Texas area, Dale married Cecilia (Hendricks), also of Greenville, in 1984 and today they are parents of six and grandparents of seven. Dale has served on the board of the Raffa Clinic, a regional pregnancy resource center, including nine years as its Chairman. He is active in the Ridgecrest Baptist Church as well as the Greenville Kiwanis Club.