I grew up and still live around Indianapolis, Indiana. I graduated from University of Indianapolis as a music major and took a hard left to a career in finance when financial literacy changed the trajectory of my own life. I started as a first-hire associate for a single CFP practitioner’s practice, got my CFP marks, and then joined a larger firm in Indianapolis serving high to ultra-high net worth clients. I realized I most loved the prospecting conversations and process and am looking forward to helping onboard clients at Facet.
Education: University of Indiana (BA)
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Get to know Dalton
My family at Easter! Me, my wife Jillian, and our little one Isla (7 months old here)
My life pretty much revolves around my family; we love to camp together with extended family!
This is us after we moved into our new home!
If you’ve ever driven through Wisconsin, you might’ve seen this cow by the highway. I thought we’d stop for some extra milk!
Who has had the greatest influence on your career?
God. I never would have predicted this career or path for myself, and he has led me step-by-step to a place where I can serve with impact.
What book, movie, music, etc. changed your outlook on life?
Hero on a Mission by Donald Miller – he made creating narrative traction and meaning in life seem completely do-able.
What topic could you give an hour-long presentation on with little to no preparation?
The “why” behind financial planning!
What hobby or interest do you wish you could get more people into?
Chess! I love playing Chess, and if any Facet team members would like to play, I’d be glad to. I’m happy to play any and all skill levels – just reach out!