A short History 

Founded in 1982 by Mr. David J. Dahl, it's president.

 Mr. Dahl has extensive experience in the financial services field.

His professional educational background include: He has also fulfilled the requirements for the:
 
  • Masters in Counseling
  • Masters in Financial Services.
  • Masters in Management.
  
  • Accredited Asset Management Specialist (AAMS);
  • Certified Financial Planner (CFP);
  • Certified Fund Specialist (CFS);
  • Chartered Financial Consultant (ChFC);
  • Chartered Life Underwriter (CLU);
  • Life Financial Coach (LFC)

  • Registered Financial Consultant (RFC).