Dalton joined HB Wealth in January 2026 as a Senior Advisory Associate. He works within a team supporting clients to help them achieve their financial goals.
Before joining HB Wealth, Dalton spent eight years with Fisher Investments. There, he worked in client service, as well as investment solutions. He supported both private and institutional clients through partnerships with advisory and investment teams.
Dalton has a Bachelor’s degree in Business Administration, with a major in Finance, from Oklahoma State University.
Outside of work, Dalton is a big college football and Premier League soccer fan. He also enjoys spending time outdoors on walks or hikes with his fiancée and their corgi.