Dale Shaw, CFP®, RICP®

Wealth Manager

Dale is a local University of Houston Downtown graduate and has been in this industry since 2008. He received his Certified Financial Planner® designation in 2019, and enjoys helping make as large an impact on the lives of others as possible.

Dale and his beautiful wife have two incredible daughters and live in Sugar Land. When he is not busy trying to keep the boys away, he enjoys being involved in his community, church, and the occasional golf course or mountain bike trail.

Dale believes that because money touches so many aspects of our lives and represents our values, hard work, generosity, and even love, helping families with their money can effectively help make a tremendous positive impact on their lives and the lives of generations after them.