DALE GOODS

CERTIFIED FINANCIAL PLANNER™

(210) 966-4090 dale.goods@gwnsecurities.com

Born and raised in Chicago, Illinois, I spent 24 years serving in the United States Air Force, where I learned the importance of integrity, discipline, leadership, and service. Those same values continue to guide my mission as a financial advisor—serving individuals and families with honesty, dedication, and a commitment to their financial success.

My journey into financial planning began with my own personal experience. In 2002, my wife and I discovered the impact of becoming debt-free, saving intentionally, investing wisely, and planning for the future. That transformation inspired me to help others build a strong financial foundation and pursue the confidence that comes from having a clear plan.

As a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Science in Business Administration (Finance) and an MBA, I help clients navigate the complexities of wealth building, retirement planning, investment management, insurance strategies, and protecting what matters most. I believe every financial plan should be personal—built around each client’s goals, values, and vision for the future.

Goods Financial Services is more than a business—it is a family commitment to serving others. My wife, Rosene, a retired Air Force veteran, helps support our clients as Business Support Manager, and our son, Robert, also an Air Force veteran, works alongside me in helping families pursue their financial goals.

My mission is simple: to provide trusted guidance, build lasting relationships, and help clients gain financial confidence as they work toward financial independence.