With over a decade of experience in the investment industry, Dalton is dedicated to helping families protect, grow, and reduce taxes on their wealth. Dalton is passionate about providing education and believes that the first step in successfully managing your wealth is to fully understand what options are available. Having a background in the financial industry in Michigan, he is proud to now be serving the South Florida area and is excited to be a part of a team working to improve families’ financial situations. Dalton received his B.B.A. in finance and accounting from the University of Michigan. Dalton also is a portfolio manager for the firm and is actively involved with portfolio deve