Dale is a Managing Director and Wealth Advisor at Rothschild Wealth Partners, where he develops financial plans and investment strategies for high-net-worth individuals and families. He specializes in retirement income planning, investment management, estate planning, and tax strategies for qualified investments. Dale sees his primary responsibility as a financial advisor to be his fiduciary obligation to act prudently in the best interest of his clients.
Dale has a very experienced background that includes 25+ years as a founding member of Siligmueller & Norvid Wealth Advisors, a Registered Investment Advisor, and 20 years with executive management responsibility at Kemper Financial Services, a mutual fund organization. He has a Bachelor of Science in Accounting from the University of Illinois Urbana-Champaign and is a Certified Public Accountant.
Dale enjoys spending quality time with his wife and family, participating in church and Bible study activities, reading mystery books, and cheering for Illini sports.
