Dale is responsible for managing the daily investment needs at the Heritage Group where she executes trades and manages portfolio details with precision and speed. She has been in the financial services industry for forty years and brings that experience, as well as her flair for multi-tasking with a smile to The Heritage Group.
Dale’s balanced approach helps her successfully manage investment logistics at The Heritage Group. She will ensure that you are up-to-date on anything that is required to manage your account successfully.
Dale is married to Kevin and has two grown children, daughter Dylan and son Ryley, and two grandsons, Rowan and Griffin. She strives to maintain a well-balanced life and her interest outside of work include travel, sports the outdoors and health and fitness.