Dale is a licensed certified public accountant and has earned the personal financial specialist designation, as well as being one of the few people that have earned the Certified Financial Planner™ designation in both the US and Canada.
Dale has over thirty-five years of experience and is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? And Taxation of Americans in Canada: Are YOU at risk?
Dale is a former collegiate wrestler, four-time World Heavyweight Karate Champion and fourth degree black belt in Judo. He is currently working towards a black belt in the Israeli self-defense system of Krav Maga.
Areas of Specialty
- Canada-US Tax and Tax Planning
- High Net Worth Individuals
- Trust and Estate Planning
- US Tax Planning and Strategy
- Financial Planning
Industry Experience
- Professional Services – Accounting, Consulting and Financial Planning
- Small Business Owners
- Real Estate Investors
Education
- Arizona State University, Bachelor of Science in Accounting
- Certified Financial Planner™ (US)
- Certified Financial Planner™ (Canada)
- Personal Financial Specialist (PFS)
Awards & Recognition
- Outstanding Leadership Award – AZ Family College Savings Plan Oversight Committee, 2008
- Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006
- Mutual Funds Magazine Top US Financial Advisor, 2001 & 2002
- ASCPA Committee Chair of the Year, 1995
Professional Associations and Activities
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Financial Planning Association
- National Association of Personal Financial Advisors
Current Business/Community Association and Activities
- Financial Planning Association of Greater Phoenix – Board Member
- Rotary International, Phoenix Club 100 – Board Member
- Canada Arizona Business Council
Past Business/Community Activities
- Phoenix/Calgary Sister Cities Committee
- Family Promise of Phoenix Board Member
- Hospice of the Valley Board Member
- New Song for Grieving Children Board Chair
- Arizona Society of CPAs Financial Planning Committee Chair
- Arizona Family College Savings Plan Oversight Committee Chair
- Personal Financial Specialist Credential Committee Member
Selected Speaking Engagements
- Arizona State University – Financial Management Association Club
- Maricopa County Bar Association
- Arizona Society of CPAs
- Florida Institute of CPAs
- American Institute of CPAs
- National Association of Professional Accountants
- National Society of Accountants
- National Association of Personal Financial Advisors
- Financial Planning Association