Dale joined Winstead Coghill Group as a Client Service Associate in January 2022. Her primary responsibilities include assisting clients and providing operational and administrative support for the team. Prior to joining Davenport, Dale worked at FuturePlan by Ascensus as a Retirement Consultant and at Qualified Plan Administrators, Inc. as a Benefits Administrator.
Dale graduated with a B.S. in Accounting from Guilford College. Active in the community, she has taught Sunday school at Lebanon Baptist Church since 2002, volunteers with the Lebanon Baptist Church Food Pantry, and served as the PTA Secretary at Madison Elementary School. In her free time, Dale enjoys reading, taking walks, Zumba and spending time with family including husband, Richard, their two children, Jake and Henry, and her dog and cats.