Our Team

Meet Our Team

Our Process

Our History

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Dale Immekus

Dale Immekus

Owner, Financial Advisor

Dale@dedicated-plan.com

Charles Immekus

Charles Immekus, ChFC®

Lead Financial Planner

Charles@dedicated-plan.com

Karen Immekus

Karen Immekus

Office Manager

Karen@dedicated-plan.com

Danalee Rodriguez

Danalee Rodriguez

Administrative Assistant

danalee@dedicated-plan.com

Insurance Agents

Dan Machugh*

Dan Machugh*

dan@dedicated-insurance.com

Jim Fitzpatrick*

Jim Fitzpatrick*

jim@dedicated-insurance.com

Marna Tamplin*

Marna Tamplin*

Marna@dedicated-insurance.com

Robert Poncini*

Robert Poncini*

robert@dedicated-insurance.com

*Not registered as a registered representative and is not affiliated with Independent Financial Group (IFG)