Dale White is a Registered Principal and is the Branch Manager of the office. He has been a securities representative since 2002, a Certified Financial Planner Professional since 2005, and has been licensed for insurance in the state of Michigan since 2008. Dale is also a Certified Public Accountant (CPA) and has a Masters Degree in Taxation from Walsh College. He graduated from Michigan State University in 1996 and began his career as a tax accountant and CPA before moving over to the financial services industry in 2002.

Dale meets and consults with clients, meets with product providers and reviews investment offerings, and works closely with other members of the group on client’s overall financial & retirement planning and investment & cash flow needs. He is also involved with the operations of the group including planning processes and implementation, investment committee meetings and research, and compliance issues. He is a member of the Certified Financial Planner Board of Standard Inc. and the Financial and Estate Planning Council of Metro Detroit.

Dale lives with his wife Shanen in Pleasant Ridge, and they have a small Yorkie Bichon named Lily. Away from work, Dale enjoys spending time with friends and family, taking walks with Shanen and Lily, watching and playing sports, reading, and traveling.