The Team

Weaver, Dalton & Associates

Our team believes that everyone can live an impactful life. We see people through their entire financial lives by truly understanding what is important to them.

In order to see people through each phase/stage of life and truly understand what is important to them, we take them through our unique planning process.

Through this process, we assist clients in determining what impact they want to have on their own future and on the people and organizations that they care most about. We identify their individual dangers, opportunities and strengths which could affect (both negatively and positively) their success in making the impact that they desire. We then develop a plan that addresses each variable and outline an actionable roadmap to help them move from where they are to where they want to go.

Knowing that each individual has a unique set of circumstances and that everyone is in a different stage in their life is key to our planning process. We look forward to the opportunity to understand your needs and to work with you in achieving your goals.

Our Advisors

Erick Dalton

Erick Dalton

Private Wealth Advisor

More about me...

Contact

erick.t.dalton@ampf.com

270.827.8849

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

Bethel College, McKenzie, Tenn. - B.S. in Business Administration

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Tyler Campbell

Tyler Campbell

Financial Advisor

More about me...

Contact

william.t.campbell@ampf.com

270.827.8849

Designations

CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Charitable Giving

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Jeremy Overton

Jeremy Overton

Financial Advisor

More about me...

Contact

jeremy.w.overton@ampf.com

812.768.6393

Designations

CRPC®, CFS®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

B.A. English Literature, Wabash College Class of 2000

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Angela Rhude

Angela Rhude

Financial Advisor

Zachary Chavira

Zachary Chavira

Financial Advisor

More about me...

Contact

zachary.chavira@ampf.com

270.827.8849

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution

Education

Bachelor of Science, Finance & Marketing, University of Southern Indiana, 2015

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Our Staff

Shannon Mushrush

Office Manager

Tammy Mabe

Client Service Coordinator

Shauna McCormick

Client Service Coordinator

Daniel Wring

Paraplanner

Andy Sutton

Paraplanner

Joanna Miley

Administrative Assistant

Levi Davis

Operations Manager