Dale joined the firm in 1983 and brings more than 35 years of experience in tax, financial and business consulting to the individuals and small to medium sized businesses that he serves. He was admitted as an owner in 2004 and practices in the areas of personal and business income tax preparation and financial planning, financial statement compilation and review services, management and consulting services, nonprofit, retirement and fringe benefit plan consulting. He also specializes in the banking and financial industry providing agreed upon procedures engagements and assisting with the preparation of quarterly Report of Condition and Income (Call Report).
He is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants and the Duluth Chapter of Certified Public Accountants. He is active in area community groups and has been a board member and past treasurer of various nonprofit organizations. Dale earned his Bachelor of Business Administration in Accounting degree from the University of Minnesota – Duluth.