Dale Stolman

Dale Stolman is a seasoned tax specialist with almost 20 years of experience dedicated to helping clients navigate tax complexities, day-to-day financial needs and bookkeeping.

As an Investment Adviser Representative, Dale possesses a comprehensive understanding of tax regulations and financial strategies, allowing him to serve his clients. Throughout his career, Dale has focused on assisting clients with IRS requirements and resolving various tax-related issues. His commitment to integrity and professionalism has helped him become a trusted advisor in the financial community. Dale takes pride in delivering tailored solutions that not only meet regulatory obligations but also empower clients to achieve their financial goals.

With a passion for financial education and a dedication to client success, Dale continues to enhance his understanding of the ever-evolving tax landscape, helping him remain a trusted resource for individuals and businesses alike.