Dale brings more than 30 years of experience in the financial industry. He served in dynamic operational,
supervisory, and analytical roles primarily within JPMorgan Securities’ Capital Markets division, as well as for Thomson Financial Services, AIG, and Raymond James. He enjoys working with clients to construct
effective plans and deliver financial confidence both now and in the future through Mercer Advisors’ extensive solutions offerings. Dale graduated from Clarion University with a Bachelor of Science in finance. Outside of work, Dale enjoys living in Texas with his wife and their two sons, and with their extended family of two beloved cats and a dog: Emmy, Tiger, and Lexie.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056