Dalton R. McIlrath, CFP

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 born and raised in Washington State, Dalton has enjoyed frequent exposure to sunshine since moving to north Florida, whether he is on a motorcycle or at the beach. He is currently studying for his MBA at UNF and looks forward to completing his degree in the coming months.

Education and Designations

Certified Financial Planner™ (CFP®)

Bachelor of Science, Personal Financial Planning, Central Washington University