Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Dalton and Associates
Team photo for Dalton and Associates

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Our advisors

Advisor photo for Brett Dalton

Brett Dalton

CFP®, APMA®, CRPC

Branch Manager

Managing Director
Learn more about Brett Dalton Visit Brett Dalton's website
Advisor photo for Scott F Durrett

Scott F Durrett

Financial Advisor

Managing Director
Learn more about Scott F Durrett Visit Scott F Durrett's website
Advisor photo for Sheila Renee Quattlander

Sheila Renee Quattlander

BFA, CRPC

Registered Practice Associate

Learn more about Sheila Renee Quattlander Visit Sheila Renee Quattlander's website


Our team

Antonio Goodwin

Registered Operations Leader