Advisor
Chase Dalton
MSF
"I partner with clients to design the financial aspects of their life. Once they have a financial roadmap, it allows them to have financial peace of mind – and more importantly, time to spend on their own talents and passions."
I have a master’s degree in finance from the University of Missouri – Kansas City with a bachelor’s degree in finance from Pittsburg State University, where I was a member of the Track & Field team.
When not in the office, I enjoy being active from golfing and snowboarding to dirt bikes and CrossFit. I’m passionate about my church and Christian education, and often volunteer at Northland Christian High School.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Briarcliff Financial Planning Center
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
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