“I work to ensure that all of our clients know that they are valued and important to us, and that they can trust in the fact that they will be treated as a person, and not as an account number."
As a Client Service Associate, Dalton brings 2+ years of experience to SFG. Dalton’s current role is within SFG’s operations. His strong work ethic and interpersonal communication skills help him to provide excellent client service. Dalton aspires to become an Investment Advisor Representative and to continue to pursue his career goals at SFG.
Dalton graduated from Valparaiso University with a Bachelor of Science in Business Administration, majoring in Finance. He was on the Dean’s list in 2017 and 2018. Dalton’s experiences within the industry include working as an Underwriting Intern at Intercoastal Financial Group, LLC in 2016, and as a Wealth Management Intern at Bank of America Merrill Lynch in 2017.
Dalton was born and raised in Vero Beach, Florida. His hobbies include sport fishing, golf, and he enjoys watching sports and traveling. During his time in college, Dalton was on the Valparaiso University Football team for three years as a quarterback.