Employee Education Consultant

Dale joined Alpha Pension Group in 2019. As an Education Consultant, he conducts large group meetings, virtual webinars, and one-on-one financial education meetings with plan participants. Regardless of the mode of delivery, Dale is a skilled communicator and helps ensure plan participants understand the importance of retirement planning. Furthermore, Dale breaks down the complexities of financial planning and guides clients in the enrollment and investment selection processes. He wants participants to understand that he, and the greater Alpha community, are invested in them as people and driven to help them succeed.

Dale worked for 27 years in the compliance industry, spending 11 years as a vice president at New York Life and John Hancock. Through his career in financial services, Dale has developed a firm understanding of market cycles and the importance of creating a diversified portfolio for the long term. At Alpha, he employs this knowledge to help educate clients and alleviate plan participant concerns particularly during times of extreme market volatility. Dale enjoys sharing his experience and knowledge to help others pursue their retirement goals.

Dale is a talented musician and, when not in the office, you can find him playing trumpet in a big band. He also designs halftime shows for high school and college marching bands.

Education and Professional Designations
Lexington University, B.S. Criminal Justice
FINRA Series 7, 26 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.