Lincoln

Dale Roehrs

CFP

Wealth Advisor

6940 "O" Street, Suite 300
Lincoln, NE 68510

Dale Roehrs

Professional Certifications

  • CFP – CERTIFIED FINANCIAL PLANNER professional

About Dale

With 30 years of service in the financial industry, Dale has always enjoyed working with clients to help them navigate their financial lives. He builds deep relationships with clients and genuinely cares for them, which makes his work even more meaningful and rewarding.

With a background as a CPA, Dale focuses on designing tax-efficient wealth strategies that are customized to each client’s financial and life circumstances. The wealth management plans he builds include comprehensive planning for retirement, charitable giving, estate planning and college savings.

Dale joined Buckingham Strategic Wealth in 2017 and was previously a wealth advisor at Executive Wealth Management. Prior to his wealth management career, he practiced as a Certified Public Accountant. He continues to hold an inactive CPA license and is an associate member of the Nebraska Society of Certified Public Accountants. Dale is a 1979 graduate of the University of Nebraska-Lincoln College of Business Administration and currently holds the CERTIFIED FINANCIAL PLANNERâ„¢ professional designation.

Outside of work, Dale serves as a member of the Board of Directors of Clinic with a Heart, a Lincoln-based organization dedicated to offering medical care to uninsured or underinsured individuals.

An avid, low-handicap golfer, Dale is a member at Hillcrest Country Club, where he sits on the board of directors and previously served as president. Dale is married to Donna, "The Lincoln Cake Lady," and is frequently introduced and recognized as "Mr. Lincoln Cake Lady."