Our Qualifications

Since 1979, Dale P. Robinson has been assisting hundreds of clients in preparing their financial plans for today and assisting in developing their investment strategies for the future. Dale earned a Bachelor of Science degree from Eastern Michigan University in 1970, majoring in mathematics and getting minors in business education and English. Dale earned a Master of Arts degree from Eastern Michigan University in 1976 in Educational Leadership. Dale earned the designation of CERTIFIED FINANCIAL PLANNER ™ (CFP®) in 1986 from the college for Financial Planning and became a member of the Institute of Certified Financial Planners that same year. As a CERTIFIED FINANCIAL PLANNER ™ , Dale has had training in investments, taxation, retirement, insurance, employee benefits and estate planning. To maintain the designation, a CFP must complete thirty hours of continuing education every two years. Dale also has earned the Chartered Life Underwriter (CLU) designation in 1998 from The American College. As a Chartered Life Underwriter, Dale has had training in planning for business owners, retirement planning, income taxation, life insurance law and the financial system in the economy. Dale is currently a member of the Financial Planning Association (FPA) and the Michigan Chapter of the Financial Planning Association.  His previous career was teaching math and coaching at Flat Rock High School in Flat Rock, Michigan from 1970-1986.  He was fortunate to achieve some success there with multiple league championships as head baseball coach, being named coach of the year several times and then Monroe, Michigan regional coach of the decade.  He was an assistant coach on Flat Rock's State Championship football team in 1976.  In 2020 he was elected to the Flat Rock High School Hall of Fame.

Jessica Pauly a LPL Registered Representative and administrative assistant, has worked in our office since 2016.  She provides most of the service work for our clients as well as keeping our data basis complete and accurate.