Dale Q. Rice
Dale has been in the financial world since 1971. Since college graduation he has managed banks, been president of an investment subsidiary for Northwest National Bank (Northwest Investment Services), and started his own investment company. Forty years of financial planning and solving problems for businesses/individuals gives one a unique perspective on how to manage money. Dale has been a member of the Vancouver School Board for the last twenty years dealing with all issues involved in managing 3,000 employees with a budget of over $200,000,000.00 annually. Dale has assisted the district in achieving some of the best bond rates possible on over $400,000,000.00 worth of bonds. He is also on the Legacy Salmon Creek Foundation Board. Dale has been married to Beverly for 36 years and has raised three sons.
Jennifer joined the team at Dale Q. Rice Investment Management, LTD. in 2018. She brings over 10 years of experience in trust and estate management. Prior to joining the team, Jennifer worked as a Senior Trust Officer, Associate Planned Giving Director and as a professional fiduciary. These roles provided Jennifer the opportunity to work closely with families during initial legacy planning through the execution of their estate plan. Building relationships with individuals and families is where Jennifer feels most rewarded.
Jennifer has earned both her Series 7 and Series 66 Investment Securities Licenses. She graduated from Southwestern University School of Law and holds her juris doctorate degree.
In her free time Jennifer enjoys spending time with her family, including her two labs Cedar and Daphne. Jennifer also enjoys cooking, hiking, wine tasting and traveling.
Denise has been Dale's assistant since 2004. She brings over 20 years of securities industry experience to our team. She is the welcoming face you will meet when walking into our office. Denise takes great pride in making sure our clients needs are met. She lives in Vancouver with her husband and dog, Parker.
Beverly is a LPL Registered Administrative Assistant with a series 7 and 63 licenses registered through LPL Financial. She complements our staff by supporting it with business management and direct customer service.