J. Dallas McKinnon is the second of nine children. Growing
up in Arizona, Utah and Oregon, he was active in sports,
the Boy Scouts of America and his church.
After graduating from high school, Dallas worked for a year
to save the funds needed to serve a volunteer church mission
in Tokyo, Japan. While in Japan, he learned the Japanese
language and much of the culture. Upon returning from Japan,
Dallas continued his education at Brigham Young University
(BYU), graduating with a Bachelor of Arts degree in Japanese
and a minor in Business.
After graduation, Dallas moved to Redlands, California and
married Patrice, a Redlands native he met at BYU. They have
four children and enjoy traveling the roads to see the United
States. Dallas is still involved with the Boy Scouts of
America, likes to stay active playing with his children
and in the last few years has run several marathons.
Dallas started his career as a Financial Consultant with
Paine Webber and more recently came to KWB Wealth Managers
Group after 15 years with Wells Fargo Private Client Services
where he was a Senior Vice President, Senior Financial Consultant,
and Regional Manager supervising up to 25 other Financial
Consultants. While at Wells Fargo, Dallas went through intensive
training on estate planning, inter-generational wealth transfer,
investment analysis, and other topics that are important
to his clients and their families.
Dallas is a CERTIFIED FINANCIAL PLANNER™ professional. |
