Dalton R. McIlrath, CFP
Financial Planner
Dalton joined the Fortress Wealth Planning team in January of 2024, and is eager to serve clients in achieving their financial goals while building meaningful and enduring relationships. A strong interest and passion for personal finance prompted Dalton to pursue a degree in personal financial planning, and the Certified Financial Planner™ certification shortly thereafter.
With a special interest in retirement planning, Dalton is enthusiastic about deepening his knowledge in a subject that frequently informs a comprehensive financial plan.
Originally from Washington State, Dalton has embraced the sunny skies of North Florida since his move, enjoying outdoor activities such as golfing and spending time at the beach. He earned a Master of Business Administration with a concentration in Finance in December 2024.
Education and Designations
Certified Financial Planner™ (CFP®)
Master of Business Administration (MBA)
Bachelor of Science, Personal Financial Planning, Central Washington University