Dale Toney

Dale Toney serves as President of Creekside Legacy Partners, where guidance is provided to executives on utilizing bank financing for enhanced retirement security through the Smart Leverage Private Pension program. Additionally, as Chief Strategist for Corporate Benefits, Dale addresses group medical insurance challenges for business owners by developing SMART BENEFITS to offer improved employee benefits at lower costs. Dale's extensive experience includes roles as Executive Vice President at Gulf & Western Industries, Chairman & Chief Steward for the LifePoint Charitable Endowment, and Board Member for Visual Compassion. Previous positions include Partner at South Coast Settlements, Financial Advisor at MassMutual Financial Group and American Express Financial Advisors, and Program Manager at the University of Houston Center for Entrepreneurship & Innovation. Dale holds an MBA in Finance & Entrepreneurship and a BBA in Finance & Management from the University of Houston.