Our Team

Dale R. McCandless, LUTCF, CLTC - Born and raised in Allentown, PA, Dale holds degrees in Accounting and Marketing Management.  In 1997, Dale joined the financial services industry as a Marketing Representative.  In 2002, he became a Brokerage Manager within the John Hancock Financial Network (JHFN), and in 2006 added the responsibility of Sales Manager within JHFN.  From 2004-2009, he placed in the top 10 nationally as a JHFN Brokerage Manager. He also qualified for John Hancock conferences in 2006 and 2007, and ACE conferences in 2008 and 2010.  In 2009, Dale passed his Series 24 and 51 and became a Registered Principal within JHFN and remained in that role through 2014.  In addition to his management responsibilities, Dale continued to work with individual clients and businesses helping them to achieve their financial goals.  In 2015, Dale made the decision to transition from management to concentrate on working directly with clients full time and established Next Step Financial Solutions.

Dale achieved the designation of LUTCF (Life Underwriting Training Council Fellow) in 2005 and CLTC (Certified in Long Term Care) in 2010. He has supported his profession as an instructor for PA Continuing Education credits and has served as an LUTCF moderator.  Dale served as President in 2007-2008 for NAIFA–LV (National Association of Insurance and Financial Advisors–Lehigh Valley) and has served as a board member of the NAIFA-LV.  He has provided many public and professional seminars on the topics of Retirement, Long Term Care, and Estate Conservation Strategies.

Dale resides in Lehighton, PA, with his wife and three sons.  He is active in his church, supports local youth sports, and enjoys boating.

 

Jacqueline McCandless - Since 2011, as Executive Assistant, Jacqueline brings a wealth of experience in client services and support to the firm.  Clients can trust that Jacqueline will make sure their concerns are addressed promptly and professionally.  Contact Jacqueline at 610-679-6128 x 102 or email at jackie@nextstepemail.com.