Dale Raimann

Lead Advisor

  • Personal

    I’m originally from Naples, FL, where I grew up playing hockey. I found an early fascination with markets during the great recession. After graduating high school in 2008, I studied and excelled in the world of finance. My wife, Andreina, and I now call Kansas City home. 


    Travel is a big part of lives. We have explored Italy, France, and Spain. Our favorite getaway so far is Aruba. What drives me day to day is helping families make confident decisions. When I’m not working with clients, you’ll usually find me on a tennis or pickleball court. I also enjoy playing chess (current FIDE rating of 1393 as of 1/27/2026). 


    At home, our dog Chully (a Cavalier King Charles Spaniel) keeps us grounded. She’s happiest on long walks at Loose Park, where she insists on greeting just about everyone we pass!

  • Professional & Community Involvement

    Professional Experience:

    • Lead Advisor, Buttonwood Financial Group, LLC (current)
    • Vice President & Senior Financial Consultant, Charles Schwab (Dec 2022 – Nov 2024)
    • Senior Financial Consultant, Charles Schwab / TD Ameritrade (Jun 2016 – Dec 2022)
    • Financial Consultant, TD Ameritrade (Sep 2015 – Jun 2016)

    Community Involvment

    I regularly attend charity and non-profit events. My wife and I recently attended Chocolatada de Reyes 2026, and if you have any charitable events coming up, feel free to send me an invite!

  • Registrations / Licenses

    • Series 66 , 2-15 Life/Health/Variable Annuities, Series 7 ( no longer using series 7).
    • Bachelor of Science in Finance, College of the Ozarks