Our Champion Financial TEAM
Our team is dedicated and focused on getting you to the finish line when it comes to reaching your goals. To that end, each team member specializes in helping you with various financial and administrative functions.
Sandra H.Dalton
CDFA™, CHFC®, MBA
Senior Wealth Advisor
Ms. Dalton is the Founder of Champion Financial TEAM. She has more than 20 years of experience in Financial Services. After earning an undergraduate degree from Clemson University with a Bachelor's of Science in Accounting in 1991 she furthered her education by achieving an MBA from Monmouth University with a concentration in Finance. While attending graduate school at night she began a career in New York, NY as a broker. In 1999 she began her financial planning career with American Express Financial Advisors (which subsequently became Ameriprise Financial) until 2017. Since 2017 she has been affiliated with LPL Financial.
LICENSES & CREDENTIALS:
Series 63
Series 7
Series 24
Above licenses held with LPL Financial.
Certified Divorce Financial Analyst, CDFA™
Chartered Financial Consultant, ChFC®
Masters of Business Administration, MBA
State Registrations – CT ,DE, FL, ME, IL, MA, NJ, NY, NC, PA, SC, TX, VA
Liam Byrne
Wealth Advisor
Liam Byrne joined Champion Financial TEAM as a Client Services Associate and now serves as a Wealth Advisor. His duties include all aspects of client servicing including assisting with implementing various investments, overseeing client reporting and maintaining existing accounts.
Liam graduated from The College of New Jersey with a B.S. in Business Management and Finance. While at TCNJ he served as a captain for the Men's Basketball team and was a member on the Student Athletic Advisory Committee. Prior to starting his career as Client Services Associate Liam completed a summer internship with Investors Bank within their Cash Management Department. In his free time, he enjoys playing golf and competing in local basketball leagues.
LICENSES & CREDENTIALS:
Series 66
Series 7
Above licenses held with LPL Financial.
State Registrations – NC, NJ
Lesley Barrett
Executive Assistant
Lesley joined Champion Finanical TEAM in July of 2022 as an executive assistant. She has more than 20 years of experience in the Financial Services Industry both in the UK and the US. After graduating college in the UK she began her career in retail banking administration. In 1996 she began her Financial Services career by achieving the Chartered Insurance Institute Certification in Financial Services.
Lesley's experience includes serving as a Client Service Associate supporting high net worth families for financial advisors affiliated with a major bank in Palm Beach. Her duties with our team will include all aspects of client servicing, account maintenance and advisor support.
She resides in Palm Beach County Florida and enjoys spending time with her family and Grandchildren that also reside close to her.