SVP Business Development
Originally from the pacific northwest, Dallas began his career in financial services in 2003 as a fixed income specialist at the GMS Group, where he ran the sales desk in the firm’s Miami office. During his time with the firm, Dallas assisted high net worth clients with portfolio diversification and advanced tax and wealth strategies.
In 2008, Dallas began working at Kingview’s Wall Street office where he used the firm’s inherent independence to help clients diversify away from traditional investments during the height of the financial crisis.
Dallas then joined HJ Sims in Iselin, NJ so he could be closer to his family. He worked with the firm’s underwriting and investment banking teams to help liaise with high net worth and corporate clients.
Today, Dallas is proud to be back at Kingsview where he was recruited to serve our advisors as a transition specialist and financial services marketing expert. You can often find him working one on one with our advisors to help them better serve their clients and grow their advisory practices.