Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Aug
04

Staff Profiles: Michael L. Dalton

Staff Profiles: Michael L. Dalton
    Michael L. Dalton established Attentive Investment Managers in 1989. As CEO, Mike enjoys interacting with his clients and helping them reach their financial goals and objectives. During a typical day at the office, he reviews investment profiles, meets with clients, responds to questions, and researches the market by listening to and reading market commentary.  Mike earned his Bachelor's Degree in Accounting in 1968 from Humphreys College in Stockton. He received his Certified Public Accountant (CPA) certification in 1971 and his Certified Financial Planner (CFP) designation in 1989 from the College of Financial Planning. In 2000, he earned his Master of Science Degree in Retirement Planning from the College of Financial Planning. Mike demonstrated great diligence and concentration by earning his degree while simultaneously running two businesses as a CPA and Investment Adviser. Before founding Attentive Investment Managers, he owned his own CPA firm. A lifelong resi...
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Feb
04

Staff Profiles: Athena Stone

Staff Profiles: Athena Stone

​My name is Athena Stone. Growing up as an "Army Brat," I moved all over the country and even lived overseas for a time. My father and both of my brothers have proudly served our country which I am very honored by and has greatly influenced who I am. 

I live in Lodi with my husband, Jon, and our four children, Kylee, Samantha, Mack and baby Myles. Being a wife and mother with a full-time career is challenging, but I feel my upbringing and my family enable me to bring a unique perspective to my role as an Advisor and Financial Planner.

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.