Dale Branda CFP®

Chief Operating Officer
Dale has been managing business operations and client service teams for more than 25 years and is a Certified Financial PlannerTM professional. He began his career as an operations manager with the Allstate Insurance Company leading customer service and administrative operations that supported over 1.5 million Allstate customers. Since then he has held management positions in several different industries working with customers from the Fortune 100 to local small businesses. Dale spent more than 14 years with CNA, where he directed account management and client service operations for a Group Insurance business unit. Dale and his team successfully supported more than 850 employer clients.

Throughout his career, Dale has focused on building processes and teams that build long lasting customer relationships. He enjoys developing and managing systems that help organizations provide client service excellence.

Dale graduated from Wheaton College in Illinois with a BA in Philosophy and the University of Chicago Booth School of Business, where he studied Finance and Marketing Management.  He lives in Chicago with his wife, Charlie and their two children Ben and Abbie, where he is active in a variety of church and community activities.  He serves on the Board of Directors of Cornerstone Children’s Learning Center and is helping to launch Art on Sedgwick, a nonprofit art center dedicated to building bridges between the diverse residents of Chicago’s Old Town neighborhood.