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Carl Dale

Carl Dale

Client Relations Manager


Carl is a graduate of Lakeville High School and the University of St. Thomas and has been in the financial services industry for ten years in a variety of capacities.  Much of his previous work experience was with a local financial services company managing the client relationship for a number of advisors.  Following his work with clients, he moved to an event coordinator position with that company.  

Now at Capstone, Carl serves our clients through maintaining the Personal Website, planning the various events that Capstone holds for our clients, and preparing the advisors for their client review meetings.  

With his spare time, Carl is partial to playing golf when the opportunities arise, getting in a workout, or trying a restaurant for the first time with his wife Rebecca and dog Kona.  In the winter months, he's also a high school hockey referee and spends many evenings at the rink.

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Securities offered through Triad Advisors, LLC (member FINRA/SIPC).