Dale Skogstad, CFA, CFP®
How do I help clients live a richer life?
As Personal CFO for our clients, I work closely to understand where they are today, where they want to go in the future, and build a plan to help them get there. Going beyond their balance sheet to understand how we can help to align their resources with what’s truly important to them is one of the most rewarding parts of what I do. I’m fortunate to be surrounded by a deep team of experts and specialists all working together to help our clients live richer lives.
How do I like to spend my time outside of Brighton Jones?
Outside of work, I enjoy spending quality time with friends and family and finding my way to the golf course as much as possible. As a Minnesota native who spent time living in Texas and North Carolina, I’ll forever be adjusting to a significantly shorter golf season. I love spending time on any of Minnesota’s 10,000 lakes, exploring the ever-changing Twin Cities dining scene, and doing my best to offset those meals by hopping on my Peloton or running around the lakes. I also get a lot of joy out of volunteering, namely through The First Tee and Junior Achievement organizations.