Greg’s 18 years of experience as a Financial Advisor is a strong assurance that The Partners recognizes the needs of advisors. Along with founding ThePARTNERS, Greg also founded affiliated companies, Adaptive Investments and ELITE Portfolios. Previously, Greg co-founded and President of Tagge*Rutherford Financial Group, an Omaha based financial services firm founded in 1992. Greg holds a designation as a Certified Financial Planner™ and received a Bachelor of Science in Business Administration from the University of Nebraska Omaha and a Master of Business Administration from Golden Gate University. Greg resides in Carmel, California with his wife, Jennifer and youngest children. He has been involved on many charitable boards and community organizations. Greg continues to find time to travel, visiting his older children and grandchildren in Omaha, and youngest daughter at the University of Tennessee. He enjoys watching the baby of the family play HS football, basketball & baseball. Greg has replaced coaching youth sports for 28 years with playing more golf, although it provides a considerable amount of frustration.

Greg Rutherford, CFP


Dale is originally from Worcester, MA , and is a graduate of San Diego State University (1980). Dale was the CEO and owner of a large global chemical company which he sold, and in 2014 he entered the financial services and insurance industry. Dale holds a FINRA Series 6 and Series 63 and is currently pursuing his series 65. He also holds California life/health and property/casualty insurance licenses. Dale enjoys everything America’s Finest city has to offer, and regularly surfs and swims off the Solana beach and La Jolla coasts.

Dale Walker