Let's talk about
your Money

That felt awkward.
Let me try again.

Hi, I'm Dallin. I help people manage their wealth.
If that's something you are interested in, I can help.

If you'd like to take this virtual conversation we are having to the next level, let's talk by clicking the button below

Let's Talk

If you need a little more convincing...
scroll down.

dallin-headshot

Financial Tips &
Insight Anyone?

We all make better decisions with good information.
Before we talk about how I can help you achieve your financial goals, it's important that you learn a little about ways to help yourself.

Strengthen Your Financial Foundation
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Are you ready to...

Finally have a financial plan?

Making good money, investing, but still
wandering aimlessly with no real destination?

We can fix that.

Make "tax smart" money moves?

Making good money, Tax smart money moves"
sounds pretty cool. Taxes can be complicated,
stressful, scary...

But they don't have to be.

Have more of your own time?

Time is our most valuable resource.

Why not delegate certain financial
responsibilities, so you can have more of it.

Finally feel financially free?

That's a lot of 'F's. But the point is, don't you think
it's time your money starts working for you,
rather than the other way around?

We can do this.
YOU can do this.

Who is this guy?!

I'm a Certified Financial Planner, Vice President and Partner at EP Wealth Advisors... aaaaand I already feel like I'm talking about myself too much.

Look, I could take your valuable time describing how competent I am, list off my degrees, and brag about certifications, or... we could use this time together to talk about how I can help you.

See that picture of me chasing (rather slowly) after my family?
That's the goal for all of us.
Get our money working for us, so we can spend more time doing the things we love, with the people we love.

Let's Get Started
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Video Library

Amateur video maker.
I'm a much better financial advisor than I am a videomaker. However, they're not half bad.

They are loaded with sincere financial advice, mixed with my goofy sense of humor in hopes that the complex financial world can be simplified, understandable, and... dare I say... Fun?

Video Library