Dalton serves as a Client Concierge. Prior to joining Wealth Strategies Partners, he spent three years at Edward Jones in office administration and assisted with the management of over $200 million in assets.
In his role at WSP, he acts as a key liaison between our clients and team, making sure all needs are met in each area of client services including branch administration and client communications. Dalton manages paperwork and ensures new account setup and transfers are completed correctly.
He grew up in the heart of Franklin, Kentucky and enjoys spending time on the green practicing his golf swing, hiking his favorite trails, and traveling to new towns. Dalton earned his bachelor’s degree in finance at the University of Kentucky.