Meet Our People

Dallas has been a financial planner for over 27 years. He is the principal of his firm and is affiliated with Sagemark Consulting Private Wealth Services*. He is a member of the San Bernardino County Estate Planning Council, on the Board of Directors of The Friends of Prospect Park.

Dallas specializes in helping his clients accumulate, protect and transfer their wealth, but more importantly their values, to future generations.

Dallas is a Certified Financial Planner™ professional. Before opening his own firm Dallas spent 15 years at Wells Fargo Private Client Services where he was a Senior Vice President, Senior Financial Consultant, and Regional Manager supervising up to 25 other Financial Consultants.

He completed his BA degree at Brigham Young University in Japanese and Business, and later completed courses in financial planning with the College for Financial Planning.

Dallas is very active with his four children. Currently he is the Scoutmaster for the local troop and is a past board member of the Greyback District of the Boy Scouts of America. He also coaches his son's soccer teams.

Dallas resides in Redlands, California with his wife Patrice and their daughter and three sons.

*An internal Lincoln Financial Network organization of top planners who focus on clients in the high net worth market.

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from University of Bridgeport School of Law; Master of Laws degree in Taxation from Boston University School of Law; Master’s degree in Business Administration with a concentration in Finance from University of Connecticut; Bachelor’s degree in Accounting and Finance from Central Connecticut State University.

• Areas of expertise: Comprehensive and dynamic financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration with a minor in Psychology from University of North Florida. Series 6,7 and 65 FINRA registrations.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration from University of North Florida.


• Professional designations: ChFC^®, CFP^®, CBEC^®, Series 6, 7, and 66 FINRA registrations.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and Spanish from Miami University.

• Areas of expertise: Estate, retirement, investment, and business succession plans.


• Education: Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

• Areas of expertise: Development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.


• Education: Master’s degree in Business Administration from The University of Houston; Bachelor’s degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

• Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.


• Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

• Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth management.


• Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from Lipscomb University. Holds a Series 7 registration.

• Areas of expertise: Key concepts and strategies for the high net worth market.


• Education: St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.

• Areas of expertise: Complex estate planning, business succession planning, and retirement planning.


• Education: Summa cum laude, Master’s degree from Southern Methodist University.

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from Western New England University School of Law; Master of Laws degree in Taxation from Boston University School of Law; Bachelor’s degree in English from State University of New York at Buffalo.

• Areas of expertise: Multiple strategies for wealth transfer that meets objectives while reducing taxes for the high net worth market and business owners.


• Education: Juris Doctor degree from Northwestern University School of Law.

• Areas of expertise: High net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.


• Education: Bachelor’s degree from University of Connecticut with concentrations in Finance and Accounting and Associate's degree from Manchester Community College.