The Ditto Group is a multigenerational wealth management team committed to making our clients’ wealth a blessing and not a burden. Our work is our ministry, here we put our clients’ priorities first. This ensures they have a complete understanding of their current financial picture in an easily digestible format. Our process creates a comprehensive financial plan that is dedicated to helping families meet their financial goals for generations to come. Contact us today to explore a partnership with The Ditto Group.
"I want to help make your wealth a blessing!"
Dale loves his work serving clients. His mission is to help his clients meet their financial goals and realize true financial freedom.
The Ditto Group is careful in selecting clients to make sure we are a good fit and can add value to your financial needs. Our goal is to understand your financial situation almost as well as you do and then work together to craft a plan that will give you financial peace and fulfill your strongest desires.
Dale began his career in the financial industry when he partnered with John McIntosh in 2000, forming the McIntosh-Ditto Wealth Advisory Group. Prior to becoming a Financial Advisor, he practiced law for 20 years as an Estate attorney. Dale is a Certified Financial Planner (CFP®) and is a Chartered Retirement Planning Counselor (CRPC®). Additionally, he holds the FINRA Series 7, Series 63, Series 65, Series 31, and holds insurances licenses in more than 20 states. Dale obtained a BS in Business Administration from Oral Roberts University before graduating from Law School at the University of Virginia. He also obtained a Masters in Foreign Affairs from the University of Virginia Graduate School.
Dale is a member of the Board of Trustees of Asbury Theological Seminary in Wilmore, KY, and is active in many other organizations within the Lexington community and beyond. Dale has played a pivotal role in organizing the Governor’s Prayer Breakfast and regularly attends the National Prayer Breakfast. Dale is passionate about his job and genuinely wants to help make wealth a blessing for his clients.
In addition to a love and interest of helping clients pursue their financial goals, Dale enjoys taking mission trips with Louisa, his bride of 37 years. They have been serving in China, India, Columbia, Costa Rica, Latvia, Israel and Jerusalem. Dale and Louisa have five sons, four graduated from The Citadel and one graduated from Texas A&M. His son, Jack, joined the team in 2015, and has been a blessing to clients who enjoy his visits. Another son, Stewart, joined the team in 2019, after being Executive Director of the Kentucky Aerospace Industry Consortium. Stewart also served as a officer in the United States Marine Corps and was an Osprey pilot.
“During the summer after 3rd grade, my oldest brother brought home a black lab puppy for my younger brother and I. If you have ever received a new pet, you know how that bond is immediate. I don’t think the two of us let go of that dog for a couple days. My parents sat us down that first day and said to us, “If you want to keep him, you two need to come up with the money to cover all his vet bills.” Of course we didn’t know what those bills were all about but that didn’t matter. A goal was set to raise $200 to keep our puppy and nothing would stop us! We door knocked for landscaping jobs and even made a sign advertisement that read (Got snakes? Want them gone? Call the Ditto boys!). Well, quickly we reached our goal and got to keep our sweet Max who was with us until 3 years ago. I have learned over the years that other people also have goals and dreams, ones that matter to them as much as Max did when I was a little kid. Now, it is my joy to help people plan and reach those financial goals that matter to them. Relationships are my priority. My goal with each of my clients is not to simply work for them in providing sound investment advice but to work with them in their life’s journey. Just like any relationship, I desire to know what is happening and changing in your life, and to make sure your financial plan reflects that story and reaches your goals."
Jack joined the McIntosh-Ditto Wealth Advisory team, and the financial services industry, in 2015. Prior to joining the team, he graduated with a BS in Political Science from The Citadel. Jack holds the FINRA Series 7, Series 63 and Series 65, along with Life and Health Insurance licenses. He is the youngest member of the team, and is extremely motivated to follow in Dale's footsteps with the goal of advising his clients for the next forty plus years.
Jack is married to the love of his life, Dallas. Dallas is a four time National Champion as a cheerleader at the University of Kentucky. You might have seen his proposal, as it happened on the court at a UK home game. Jack is active in the local young adults ministry and serves as a board member for Lexington Leadership Foundation as well as Heart of Africa, a non-profit based in Wilmore, Kentucky. In his free time, Jack enjoys all things outdoors, from hunting and fishing to hiking and falconry.
"My focus is building client relationships on trust, integrity, and loyalty. You worked hard for your wealth; we want to make sure it works hard for you. As a former Marine Corps Pilot my goal was to get Marines and their cargo to their desired destination. At the Ditto Group we are not a commercial airliner selling you generic products to a generic destination. We are your personal pilots on a private jet tailoring an experience and solution that meets YOUR needs and gets you to your individual exotic destination. So, relax, sit back, and enjoy the ride.”
As a Financial Advisor Stewart’s goal is to help make your wealth a blessing. Your wealth and success are an integral part of your life history as well as you and your family’s future. His goal is to help paint a clear picture of your current financial situation and the journey you will need to take to meet your desired future. Clear communication and a focus on trust are monumental to his client relationships.
Stewart brings a wealth of experience, leadership, and strategic planning capabilities as a former United States Marine Corps Officer and Naval Aviator selected to fly the MV-22 Osprey. Following his time in the Marines, Stewart was instrumental in leading the rise of Kentucky’s soaring aerospace industry as the Executive Director of the Kentucky Aerospace Industry Consortium designed to unite, promote, and grow aerospace and defense manufacturing. Stewart holds the FINRA SIE, Series 7, and Series 66 licenses. Stewart graduated from Texas A&M with a degree in Business Finance. He is the newest Financial Advisor on the Ditto Group and is looking forward to enhancing current team marketing and strategic capabilities.
Stewart married the love of his life Danon in Lexington and recently welcomed their first son to the world, Tripp. As a family they love to be outdoors, travel and go to UK games. They also strive to get more involved in the local community through various non-profits, ministries, and church functions at Southland Christian Church. Danon is on the board for the Down Syndrome Association of Central Kentucky and is very active helping families of children with disabilities.
Senior Client Specialist
“My goal is to be with you as you take each step in your financial journey with our team.”
Nancy has been in the Financial Services industry for more than thirty years and has worked with Dale since he joined the business. She holds the FINRA Series 7 and Series 63. Nancy is the heart and soul of our team, it’s possible she knows more about our clients than they know themselves. She works closely with all new clients to bring them on board, and maintains that relationship over the years.
Nancy and her husband Mike have a daughter who currently lives in New York and is pursuing a career in acting. They enjoy taking family vacations, often traveling to Europe. At home she enjoys reading, seeing movies, and spending time with her dog Charlie.
Senior Client Specialist
“My goal is to provide you with exceptional service and support while working attentively to anticipate your needs.”
Cathy has over thirty years of experience in the Financial Services industry and has been an integral part of our team since 2015. She attended the University of Pittsburgh where she studied Psychology. She holds both the FINRA Series 7 and Series 66, as well as her Kentucky Insurance license. She is a “go to” person for both our clients and our team, and enjoys working through complex situations while providing exceptional service.
Cathy spends most of her time outside of work with her family. She enjoys cooking, gardening, and entertaining.
"My goal is to work to a high standard and make your experience unique and memorable. I believe you should expect nothing less."
Kim graduated with Honors from the University of Kentucky, and managed a law firm in Lexington for over twelve years before becoming a part of our team. Kim's focus is on client care. She works diligently to enhance the existing bond with each of our clients, and to develop relationships with new clients.
Kim has three sons, and she loves to cook and to travel.