Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investments

Awards & recognition

  • Dalton and Associates, Ameriprise Client Experience Award, 2020-2024
  • Brett Dalton, Five Star Wealth Manager, 2015-2017, 2020-2022
  • Brett Dalton, Ameriprise Circle of Success, 2014-2021
  • Scott Durrett, Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

We are passionate about multiple causes and volunteer our time and resources to various organizations including the Metropolitan Educational Theater (MET 2), City of Hope, Leukemia and Lymphoma Society, and various programs dealing with the recovery of drug and alcohol addiction.

Our photos

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