Tom has been helping families, corporate executives, and business owners with their retirement and financial planning needs in the Middleton area and throughout Wisconsin since 1989. He specializes in offering objective, focused advice and wealth management services relevant to the individual lives of his clients. He holds FINRA Series 7, 63, and 65 licenses in addition to insurance licenses.
Tom is active in his community and is involved at Dane Buy Local, Downtown Madison, Inc., and McFarland Community Food Pantry Board as past President.
Tom is married with four children. He loves to spend time with his family. However, he sometimes has to convince his children to hang out with him, instead of their high school or college friends. If you would like to kayak a Wisconsin river, call Tom, as he would love to get on the water! He got his first kayak in July of 2013. He also enjoys playing soccer year-round and riding his motorcycle.
Pamela Schneider, CFP®
Pam has been working in the financial services industry for over 25 years. She specializes in comprehensive financial planning and aids clients in the proper management of personal finances.
She attended University of Wisconsin – Milwaukee. Pam holds FINRA Series 6, 62, 63, and 65 licenses. She also is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association.
When away from the office, Pam is involved in her community as a Friends of McCarthy Park board member and part of the Madison Nordic Ski Club.
Zach Dahl, AIF®
Zach Dahl joined Dahl Financial Group after holding other positions in the financial services industry. He specializes in helping business owners and individuals with their retirement planning, life insurance, tax management, and wealth management needs.
Zach holds a Bachelor of Science degree in communication and economics from the University of Wisconsin – La Crosse. He has supplemented his formal education by serving six years in the United States Coast Guard Reserve, where he was on active duty to assist with the BP oil spill in 2010.
Zach is an Accredited Investment Fiduciary® and holds FINRA Series 7 and 66 securities licenses.
Zach enjoys many outdoor activities including pheasant hunting with his yellow lab, Colt, traveling throughout Wisconsin to visit small towns, and spending time at local farms in the Sauk City area.
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