Michael T. Hartley, CFP®

2009 MTH Color 3RMichael Hartley is the second generation Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. (DKE) a family wealth management firm.   He also is a principal of  Transition Dynamics Inc, a consulting firm advising financial and business families in the areas of governance and life long learning.  He works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services to some of America’s wealthiest families. Mr. Hartley is an emeritus board member of The Family Firm Institute (FFI), a member of the Financial Planning Association, the National Committee on Planned Giving, Attorneys for Family Held Enterprises (AFHE), and is actively involved in the governance of many foundations and charitable organizations. He is a recipient of the Outstanding Leadership Award from the National YMCA Southern Region.  He holds certificates from FFI in Family Business Advising and Family Wealth Advising and served as a faculty instructor for FFI’s Launching Pad course.

He is the co-author of “Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning” a book intended to help families manage all three forms of wealth.  He has had articles published in Trusts and Estates Magazine and many others and curates 24 online magazines including titles “Global Economics and Investing,” “CyberSecurity,” “Social Impact and Philanthropy,” and “Effective Presentations.”  Michael is a recognized author and speaker on topics involving the strategic management of a family’s human, social and financial capital.

 

Byron A. Sanders

DSCF7156ByronMr. Sanders is President of DKE, Inc.  He joined DKE in the fall of 1999 as a Portfolio Manager and has been President  Inc. since 2003.

Mr. Sanders’ securities industry career has spanned more than 35 years and has included extensive experience in retail as well institutional sales, trading and administrative functions. Prior to joining DKE, he worked for several regional and boutique securities firms in and around the Tampa Bay area of Florida. His duties include close consultation with advisors on the DKE Advisor Solutions platform as well as portfolio design and analysis.  Mr. Sanders also actively mentors advisors seeking to accelerate the growth of their practices.

Mr. Sanders currently holds the Series 65 designation.  Former FINRA licenses include General Securities Principal, Registered Options Principal, Registered Representative, and Financial Operations Principal.

Michael W. Hartley, MBA, CFP®

DSCF7176MichaelMr. Hartley joined DKE Advisor Solutions in 2003 and is currently Vice President of Operations for DKE Advisor Solutions and oversees the Outsourced Back Office & Investment Management platform, and the Virtual Family Office platform. He directly supports advisors on a consultative basis and is responsible for the implementation and ongoing maintenance of proprietary and third party software used to support both DKE platforms. He is a CERTIFIED FINANCIAL PLANNER™, holds the Family Wealth Advising and Family Business Advising Certificates from The Family Firm Institute (FFI), and was recently listed as a Top 40 Under 40 Advisor by WealthManagement.com, the digital resource of Trusts and Estates magazine.

He earned both his Master’s Degree in Business Administration with a concentration in Finance (2005) and his Bachelor’s Degree in Business Administration with a concentration in Management (2003) from the University of Miami (Miami, Fla.). He also completed the University of Chicago’s Graduate School of Business course for Strategic Portfolio Design.