Background
Alisha Haley, MBA, AWMA®
Financial Advisor
Alisha Haley is a Hammond, Indiana native and a Hoosier graduate.
She launched her career as a stockbroker with Charles Schwab in 2015 before setting her sights on financial advice. Alisha is a specialist in the areas of financial planning, investment analysis, and portfolio management.
She received her Master of Business Administration in Finance from Indiana Wesleyan University and carries a designation of Accredited Wealth Management AdvisorTM through the College for Financial Planning.
Outside of work, Alisha enjoys spending her free time outdoors with her husband of 12 years and their two children.
Licenses: Series 7, 63, 66, and Indiana State Life & Health
Designations: Accredited Wealth Management Advisor SM
Education: Bachelor’s, Indiana University; MBA (Finance), Indiana Wesleyan University
Get to Know Alisha!
What do you think are the best skills that you bring to your job?
“Critical thinking and strong listening skills.”
Do you have any skills or talents that most people don’t know about?
“I am an avid roller skater!”
What would be your personal motto?
“Always respect the process.”
Annette Miller
Client Services
Annette joined MarketShare Financial in 1997 and has over extensive experience in the financial services industry. Her advisor-focused approach to her career have made her an advocate and key resource for our clients over the years. Annette works with the advisor team to coordinate and support the objectives and goals established with our clients. While her primary responsibilities are customer service, scheduling, and account facilitation, she also works closely with our investment and insurance teams and the various key team members at MarketShare Financial.
Licenses: Indiana State Life & Health
Education: AS, Business, Edison College
Get to Know Annette!
What do you think are the best skills that you bring to your job?
“Compassion!”
What are you happiest doing, when you’re not working?
“Walking my dog, reading, yard work, and working on my house.”
What are some causes you care about?
“Riley Children’s Hospital in Indianapolis.”
Corey Norman, CFP®
Financial Advisor
Corey started his career at a national mutual fund company. He joined MarketShare Financial in January 2011 bringing several years of financial services experience in client relations, investment due diligence, and policy service.
Corey obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2019 to provide better advice and guidance to clients regarding investments, insurance and other financial planning matters.
He is an ambassador for his clients, putting their goals and objectives as his priority, and working diligently to make sure that the pieces are in place to pursue a better quality of life.
Licenses: Series 7, 66, 24, and Indiana State Life & Health
Education: BS, Economics, Butler University
Get to Know Corey!
Do you have any skills or talents that most people don’t know about?
“I’ve honed three special skills and talents: cutting hair, building computers, and making the best Bloody Caesar (a bloody mary, but with Clamato juice)!”
Flashback to 10 years old. What do you want to be when you grow up?
“I remember telling my dad that one day, I wanted to be the next Alan Greenspan. I also thought I was going to be a professional extreme sports athlete. A kid can dream…”
What do you think are the best skills that you bring to your job?
“My unwavering patience and ability to connect with all types of people. Also, my ability to uncover someone’s needs and illustrate the exact steps we can take together to satisfy them.”
Edwin Dale
Owner
225.927.0203
Edwin Dale has been in the financial industry since 1984 when he joined American Express Financial Services as a Registered Representative and later becoming Division Vice-President. He started his own independent firm in December of 1990.
Edwin’s professional practice focuses on investment management, retirement planning and the 401(k) market. He works hard to provide his clients with investments that help fit their personal situation. In the 401(k) market, he provides his clients an open architectural approach in both terms of plan design and investment selection. He differentiates himself by personal service in these markets.
Edwin has a degree from Henderson State University and has long been involved in financial planning of his own, as well as his clients. His knowledge in business comes from a background of owning and operating a John Deere dealership, a Ford Mercury dealership, an Exxon distributorship and a feed & garden company. This experience has enabled him to formulate strategies for both personal and business clients alike.
Edwin is an Investment Advisor Representative and Registered Representative of Royal Alliance Associates, Inc. He and his staff are experienced professionals with a “hands-on” approach to investment planning.