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Dale Hansen

Here to act in your best interests

About me

With over 20 years of experience as a financial planner, I am endlessly dedicated to my clients and their financial future. I thrive on helping them save to reach their long-term investment and retirement goals. Away from work, I enjoy traveling with my wife and daughter and completing my list of seeing every Div. I-A college football stadium. My motto is “Once an Eagle Scout, always an Eagle Scout.”


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™



Bachelor of Arts, Texas Wesleyan University

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Visit one of our Locations


3595 Grandview Parkway
Suite 475
Birmingham, AL 35243

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Birmingham - Huntsville (Appt Only)

4100 Market Street SW
Suite 100
Huntsville, AL 35808

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning