McKinnon And Associates

History

Before founding his own firm, Dallas spent 15 years at Wells Fargo Private Client Services where he was a Senior Vice President, Senior Financial Consultant, and Regional Manager supervising up to 25 other Financial Consultants.

Specialties

Helping clients accumulate, protect and transfer their wealth, but more importantly their values, to future generations. We work closely with our clients' other advisors such as CPAs and Trust & Estate Attorneys to provide estate planning, retirement planning, as well as business and investment planning guidance to our clients.