Dalton joined the Birmingham office in 2019 and currently works as a manager in the estate and trust department. In this role, Dalton works with clients from a variety of industries in matters related to estate, gift, fiduciary, and high-net-worth individual tax planning and compliance.

Described as dependable and loyal, Dalton was inspired to go into accounting by the most influential person in his life, his mother, who also has a career in accounting. Dalton’s favorite part of his job is being able to analyse and solve complex problems on a regular basis while also being able to communicate solutions/results of those problems to his clients in a more understandable and digestible fashion. He finds this aspect of his role to be especially rewarding as many of his clients are often navigating uncharted and uncertain territory while grieving the loss of a loved one and they find peace in knowing they have an educated and trusted advisor in their corner to guide them through.

Growing up in Enterprise, Alabama, Dalton moved to Birmingham to complete his degree at UAB and now lives in Richmond, Virginia where he works remotely for BMSS. In his off time, Dalton enjoys travelling with his wife, MJ, reading fantasy fiction novels, playing golf, and anything football related.

Education

• University of Alabama at Birmingham
  • Bachelor of Science, Accounting

Memberships

• American Institute of Certified Public Accountants (AICPA)
• Alabama Society of Certified Public Accountants (ASCPA)
• Virginia Society of Certified Public Accountants (VSCPA)
• Estate Planning Council of Birmingham

Designations

• Certified Public Accountant (CPA)