portrait of Dalton Homan

About Dalton

I have lived in the Grand Lake area since 2019. I grew up in the State of Arkansas, where I graduated from Malvern High School, and received my bachelor's degree in mathematics from Lyon College.

I received the Chartered Retirement Planning Counselor™ and the Accredited Asset Management Specialist™ designations in 2023, from The American College of Financial Services. Completing this designation training, along with my continuing education, helps me stay up-to-date on the most current investment strategies.

My wife, Stacia, is an RN at the Grove ER. We have one son and another son on the way. We are both involved...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Lyon CollegeBachelors

Personal Interests

  • Golfing
  • Hunting
  • Football
  • Outdoor Enthusiast
  • Trivia

Team Members

  • Amanda Ellis
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More