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 Advisors organization of top planners.