As an Advisor at RDS, Dalton brings a strong foundation in financial planning and client service, backed by a Bachelor’s degree in finance from the University of Kentucky and over five years of industry experience. Prior to joining RDS, he specialized in serving Ultra High Net Worth families across the country, helping them navigate the complexities of multi-generational wealth and preserve legacies with intention and care.
A native of South Central Kentucky, Dalton is passionate about returning home to deliver the same exceptional level of service and expertise to the community that shaped him. He is committed to building meaningful, long-term relationships and guiding clients through every stage of their financial journey with clarity and confidence.
Outside the office, Dalton enjoys traveling with his wife, Carrli, working to improve his golf game, and spending time with family and friends.
Favorite Quote: “Never let the quest for more distract you from the beauty of enough.” – Sahil Bloom