Dale Cathcart
Senior Investment Counselor
Camas, WA
Phone: (800) 550-1071
Email: d.cathcart@fi.com
About Dale
Dale joined Fisher Investments in 2017. He has worked in the financial services industry since 2011, with experience in insurance and wealth management. Before becoming a Senior Investment Counselor, he served as an Annuity Counselor and Insurance Specialist. He earned a Bachelor of Science in Business Administration and an MBA from the University of Central Florida.
Specialized Service Team
Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.
Mike Eyermann
Financial Planning Counselor
Mike joined Fisher Investments in 2019 and has worked in the financial services industry for more than 15 years. Previously, he worked as a Financial Advisor at Edward Jones and Prudential. In addition to being a CFPยฎ professional, Mike earned a Bachelor of Science in Business and an MBA from the University of Central Florida.
Lisa Alan
Estate Planning Professional
Lisa joined Fisher Investments in 2024 and has more than 25 years of legal experience. Previously, she practiced law in Oregon, specializing in estate planning, small business law and real estate. Lisa holds a Bachelor of Arts in International Studies from the University of Washington and earned her JD with a federal tax certificate from Lewis and Clark Law School.
Victor Velez
Portfolio Analyst
Victor joined Fisher Investments in 2014. In the Portfolio Evaluation Group, Victor specializes in personalized portfolio analysis and investment strategy recommendations.
Michael Navarro
Associate Investment Counselor
Michael joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2022, he served as a Junior Associate and a Regional Sales Associate. Michael earned a Bachelor of Science in Finance from Washington State University.
Renae Wallen
Client Services Specialist
Renae joined Fisher Investments in 2024. She earned a Bachelor of Science in Business Administration from the University of Florida.
Zachary Wagner
Client Services Specialist
Zachary joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from Oregon State University.
Quinn Walker
Client Services Specialist
Quinn joined Fisher Investments in 2025. He earned a Bachelor of Business Management and Administration from Western Governors University.