CFP®, MOL
Financial Advisor
“The best time to plant a tree was 20 years ago. The second-best time is now.” Financial peace of mind doesn't come from a perfect past; it comes from a proactive present. As your advisor, I specialize in turning ‘I wish I had’ into ‘I’m glad I did’ through rigorous portfolio construction and disciplined long-term planning.
Dallas Traser serves as a financial advisor in our Rockford, Illinois, headquarters. He works with individuals and families to develop comprehensive financial plans that address wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
A CERTIFIED FINANCIAL PLANNER® professional, Dallas began his career in financial services in 2022. He earned a bachelor’s degree in psychology from Clarke University in Dubuque, Iowa, and a master’s degree in organizational leadership (MOL) from the University of Saint Francis in Fort Wayne, Indiana.
When he’s not working with clients, Dallas enjoys running, golfing, and reading. He also likes walking at Rock Cut State Park and spending time with friends and family, including his older sister who lives in Fort Wayne.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.