Sedona Arizona


Dale L. Shafer II 


Hi, I’m Dale and I’ll serve as your wealth management guide through all the life moves you might experience.

I am married to a gem of a wife – her name is Melisa. We married in 2010 and have four children, three of whom are currently in college in three different states. And, we welcomed our “next-gen” kid Oliver to our family in April 2021.

Out of the office, I am most likely found exploring outdoors and hiking with my wife or on my bike. I also rock out behind a drum set or a guitar.

I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.  

A few more favorites…

Favorite outdoor activities: Cycling and hiking

Favorite band/artist: Led Zeppelin (a.k.a. best band ever), Elton John

Favorite Movie: tough call between The Godfather I & II, Atlas Shrugged, or Spaceballs

Favorite place to visit: Lake Tahoe

Favorite foods: Indian or Italian

Favorite sports team: all things Florida State (GO NOLES!)

If I can be anywhere but here right now: snorkeling at Anini Beach on the island of Kauai, HI

What I’m listening to: The Compound and Friends podcast, A Book with Legs podcast

What I’m currently reading: Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz

Most interesting thing I’ve done: probably that time I ate Oreos with Alice Cooper… or, mixing mud with my feet to make bricks in India.

Dale L Shafer II, your guide
The National Association of Personal Financial Advisors
The Society of Advice

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