Dale E. Veitch CIMC®
Lexington was born out of the life experience of our founder and CEO, Dale Veitch. Very early in his career, he encountered unforeseen events which changed the course of his future and forced him to rethink ways of doing business and how to treat people. The insights gained from this experience gave him a focus and a vision for building and protecting wealth in today's world which ultimately led to the development of Lexington Financial/Life Management.
Mr. Veitch has over 26 years of experience in the financial services industry. During that time, he has been the founder of two successful investment advisory firms, a non-depository trust company and a multi-family office. Lexington Family Office was named the fastest growing firm among multifamily offices surveyed by the Family Wealth Alliance in 2006. Dale crafts strategies for clients and coordinates advice from all team players to assure the plan is implemented as efficiently as possible and on a timely basis. He takes pride in monitoring the plan over time and educating all generations on the impact the family's wealth will have on their individual and collective lives.
Today, Dale leads a team of professionals who are driven to serve business owners and their families in today's world of challenge and opportunity.