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 Advisors organization of top planners.

• 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.

• Primary area of expertise is developing key concepts and strategies for the high net worth market.


• 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, NAIFA and numerous technical and internal Lincoln business management sessions.

• Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.


• BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.

• Member of the American and Connecticut Bar Associations.


• B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

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


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

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


• BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

• Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.


• Summa cum laude, Master's degree graduate from Southern Methodist University.

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


• Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.