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Biography

Dalton is a Senior Associate in the Santa Barbara office. He is a member of the Wealth Management practice, providing financial planning, investment management, and consultation to individuals. With an aptitude for critical thinking and problem solving, he works diligently to support our mission: to positively impact the financial lives of our clients.

Prior to joining Cerity Partners, Dalton began his career at West Coast Financial where he learned what it means to serve clients as a fiduciary. His colleagues’ expansive experience, infectious enthusiasm, and genuine belief in doing the right thing inspired him to continue forging a path in wealth management.

In his spare time, Dalton enjoys spending time with friends, watching basketball, exploring new ideas, and eating at his favorite restaurants.

Learn more about my practice.

Education

  • B.A. in Economics & Accounting from University of California, Santa Barbara

Highlights

  • Series 65 license

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.