TEAM

Owner/Investment Advisor Representative 

Dale is originally from Worcester, MA , and is a graduate of San Diego State University. Dale was the Founder & CEO of a global chemical company which he sold, and in 2014 he entered the financial services and insurance industry. Dale holds FINRA Series 6 and Series 65 licenses. He also holds California life/health and property/casualty insurance licenses. Dale enjoys everything America’s Finest City has to offer, and regularly surfs and swims off the Solana beach and La Jolla coasts. 

 Director of Operations   

With 15 years of experience in the commercial insurance industry, Amy has a background in business operations and team management.  As director of operations Amy develops strategies to improve the company's functionality and productivity. She sets the expectations for departments across the company ensuring that all departments work together to create a successful, organized, and efficient business. In her leisure time Amy enjoys walking her dogs, hiking, and spending time with her family and friends.  

 Director of Plan Design and Retirement Education 

 Adam Toor is ThePartners Financial Solutions Director of Plan Design and Retirement Education. Adam brings a wealth of specialized experience in 401k plan design and retirement solutions for businesses. He is an expert at developing relevant retirement solutions that compliment our client’s overall financial plans and takes pride in creating an exemplary customer experience. In his free time, Adam enjoys taking his dogs, Addison & Tundra out to explore while hiking, is an avid Skier, and enjoys a good glass of wine.

 Compliance Manager Enrollment Coordinator 

With over 20 years of experience, April has a background in business management and leadership. She successfully supported and led a high volume veterinary practice repeatedly recognized for exceptional customer care. With a passion for people and business alike, April welcomes a challenge and believes that unmatched customer service is required for a successful business.  

April holds a Bachelor of Science degree from Colorado Mesa University and spent much of her career caring for both people and animals. 

In her free time, April enjoys spending time outdoors hiking, camping and exploring with her family and dogs. 

Leetal has a diverse entrepreneurial background, having helped manage her family’s real estate and wine business. She is a certified yoga instructor and a Level 2 sommelier. For the past 12 years, she has owned and operated San Diego Life Insurance Center. Her passion for health and wellness also led her to create OmEssential, a brand of health and beauty products.

In her role at ThePARTNERS Retirement and Financial Solutions, Leetal supports the team’s proactive marketing efforts. Leveraging her insurance expertise, she enhances the employee education experience for the firm’s 401(k) clients.

 Fiduciary Manager and Portfolio Design  

Chad has over 30 years of experience in financial services. After earning a degree in Finance and Business Economics from USC, he began his career as an independent Financial Advisor. He then spent 20 years wholesaling investment products for top firms, including Jackson, Prudential, ING, and HSBC. For the past five years, he has been with Adaptive Investments, focusing on expanding the firm's fiduciary business, managing the Adaptive 3(38) lineups, and overseeing AutoEducate, an employee-centric education platform. Additionally, he supports IARs at ThePARTNERS WM in growing their 401(k) business.