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Your trusted partner
in financial Success

With decades of experience, our team offers personalized guidance meticulously tailored to your unique financial needs. We prioritize transparent communication and enduring relationships, empowering you to pursue your aspirations with unwavering confidence.

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What We Do
Crafting your financial Roadmap

Our Process

At Dabyn Wealth Strategies, we specialize in developing bespoke solutions for wealth accumulation and preservation.

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Our History

By deeply understanding your individual needs and aspirations, we create plans that address long-term objectives such as retirement, cash flow, education, risk management, and legacy planning. 

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Our Values

Our steadfast commitment to attentive listening and enduring service ensures your financial plan evolves with you over time.

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Partners in&#160;<br/><em>Personalized Guidance.</em>

Partners in 
Personalized Guidance.

Our clients are those who seek a thoughtful partnership to realize their financial ambitions.

Who We Serve

Wealth Builders
Engaged in mapping out their financial future with clarity and confidence.

Business Owners
Pursuing strategic insights to harmonize business growth with personal financial objectives.

High Net Worth Individuals
Desiring customized strategies to manage and preserve their wealth across generations.

Multi-Generational Families
Dedicated to understanding their financial landscape, seeking growth and security for future generations.

Retirees
Focused on ensuring their savings support a fulfilling and secure retirement journey.


Guiding your path to financial well-being

Our comprehensive approach supports your financial journey through tailored strategies and expert guidance. We provide solutions that address your unique needs and goals, ensuring your financial plans are robust and adaptable.


Retirement Strategies

Design plans that synchronize your savings, investments, and income sources to support a fulfilling retirement lifestyle.


Estate Strategies

Plan the transfer of assets in a manner that reflects your wishes while minimizing potential conflicts and taxes.


Risk Management

Identify and mitigate potential risks to protect your assets and income, offering peace of mind for the future.


Portfolio Management

Create a diversified investment strategy that aligns with your financial goals and risk tolerance, optimizing performance.


Legacy Planning

Establish a meaningful legacy through charitable giving and trusts, reflecting your values and desired impact.


Education Strategies

Explore savings plans and financial options to fund educational expenses, supporting your educational goals and broader financial plan.



Life Insurance for SBA Lending

Meeting the lender's life policy requirements is an essential first step before loan application submission.


Who We Are
Rooted in trust & Expertise

Since our founding in 2004, Dabyn Wealth Strategies has been committed to cultivating lasting relationships through personalized financial guidance. Our dedication to respect, honesty, and reliability ensures we approach every client's journey with care, helping them navigate their financial goals with confidence.

Dave Hutchinson

Dave Hutchinson

Partner, CFP®, CLU®, ChFC

Dan Halos

Dan Halos

Partner, AEP®, ChFC®, CLU®

Zach Martinson

Zach Martinson

Partner, MBA, CFP®

Meet the client success Team

Sarah  Yates

Sarah Yates

Client Relations Manager

Janet  McGhee

Janet McGhee

Client Relations

Susie Hutchinson

Susie Hutchinson

Client Relations

Shelley Drexler

Client Relationship Manager for Dan Halos

Jessica Sanzenbacher

Financial Representative for Dan Halos

Maria Vera

Client Relationship Specialist for Dan Halos

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Your plan. Your legacy. our Process.

Our streamlined process is a collaborative and transparent journey toward achieving your financial goals.


Discovery Meeting

Engage in a thoughtful discussion to explore your current financial status and aspirations.


Plan Development

Analyze gathered information to craft a customized financial strategy aligned with your objectives.


Implementation & Review

Present the plan, establish accounts, and provide ongoing reviews and check-ins to track progress.

Let's Start the Conversation

If you believe you could benefit from professional financial guidance, we invite you to schedule a meeting to review your portfolio, financial trajectory, and goals, and to determine if our practice aligns with your needs.

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