H. Dale Matheney, II ChFC, M.S.
As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company in 2014 after a 22 year career in corporate America. I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, make it easy for me to do right by them.
You can take comfort in the fact that I have been a resident of the Midlothian area for 23years. I am a proud U.S. Navy veteran, a past President of the Brandermill Rotary Club and currently serve on the Board of Directors of the Chesterfield Chamber of Commerce. As a devoted husband and father of 4 , I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. I am a licensed agent and registered representative. I hold a BS from Southern Illinois University, an MS from Johns Hopkins University and have participated in New York Life's well-known training program, NYLIC University. .
Of course, my background isn't really the one that matters. I've found that getting to know my clients, their hopes, dreams and goals for the future, is the most important first step. If you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
1Awarded by New York Life Insurance Company for outstanding sales achievements.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.