Dale Self

Dale Self is a Partner at Maia Wealth, an independent Registered Investment Advisor, since January 2023, focusing on comprehensive financial planning as an unbiased fiduciary. Previously, Dale served as Vice President of Investments at J.P. Morgan from August 2012 to January 2023 and held the position of Investment Consultant at TD Ameritrade from August 2011 to August 2012, primarily managing high asset clients and advising on investment strategies. Earlier experience includes roles as Vice President and Financial Advisor at JP Morgan Chase Investment Services and Investment Advisor at Charles Schwab & Co., where Dale provided portfolio consultations and investment recommendations. Dale holds a Bachelor of Science in Finance from the Indiana University Kelley School of Business, earned in May 2006.