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Jonathan Dally Email & Phone Number

I teach curious individuals creative ways to create, build. and solidify generational wealth | Providing them with custom solutions and actionable steps without holding them hostage. Making it easy to know it all. at The Dally Group
Location: Greater Richmond Region, United States 8 work roles 3 schools
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I teach curious individuals creative ways to create, build. and solidify generational wealth | Providing them with custom solutions and actionable steps without holding them hostage. Making it easy to know it all.
Location
Greater Richmond Region, United States

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Jonathan Dally is listed as I teach curious individuals creative ways to create, build. and solidify generational wealth | Providing them with custom solutions and actionable steps without holding them hostage. Making it easy to know it all. at The Dally Group, based in Greater Richmond Region, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Dally.

Jonathan Dally previously worked as Agency Owner at The Dally Group and Insurance Broker and Agency Owner at Sfg. Jonathan Dally holds Bachelor Of Science (Bs), Sales, Distribution, And Marketing Operations, General from California Polytechnic State University-San Luis Obispo.

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The Dally Group

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About Jonathan Dally

I find “hidden” pieces that help solve puzzles to solidfy peace-of-mind knowing there’s nothing left for the vacuum.While I’m certainly capable of helping anyone correct their financial legacy/retirement issues… My primary focus is on helping educators “fix” their state-run retirement plan by showing them (at no cost) the strategies that make the biggest impact to their retirement growth potential. As a former MS teacher, and HS/College football coach – I understand the challenges k-12 teachers face in the pursuit of molding young minds and fostering a brighter future.You’re too often overlooked and undervalued and I can absolutely relate to that, and so my “pro bono” services are my way of showing gratitude for your impact on the next generation. The consultation, strategic planning, and informtion-sessions are FREE of charge. While I’d love to “fix” the system overnight, I’m acutely focused on the pressing concern that affects educators across the country: the quality of their retirement.I am a coach (to the core) and I’m passionate about simplifying complex concepts to help educate those unsung heroes on ways to improve their financial position without compromising their dedicated lifestyle.As Founder of The Dally Group (and The Dally Bred), I´m on a mission to provide a fresh perspective to legacy planning.If you’re feeling…❌ Worried that you’re “not saving enough” and concerned you won’t be able to retire “comfortably” without prolonging your retirement date.❌ Stressed about your retirement income gap and the trajectory of your 403(b), 401(k), or other IRA.❌ Burnout from checking your accounts and trying to solve the retirement puzzle while you also juggle life.You’re probably too busy to find the time to sit down and think about these critical aspects of your life that often get overlooked.This just means you haven’t (yet) found that Trusted Professional to help you solidify your plan.I can help you with things like:✅ Feeling confident that you can retire “on your own terms” because you took action to solidfy your financial future. ✅ Peace of mind knowing you can not only build a legacy for your family, but also enjoy the money you’ve worked so hard to earn. ✅ Removing doubt from your retirement income gap and spending more focused attention on your passions.There’s a good chance I can help. Shoot me a direct message or use the contact information below to find out how:☏ (804) 840-7333✉ jonathan@thedallygroup.cohttps://thedallygroup.com/ Retirement Planning | Strategy Coordination | Reducing Taxes

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The Dally Group
The Dally Group
I teach curious individuals creative ways to create, build. and solidify generational wealth | Providing them with custom solutions and actionable steps without holding them hostage. Making it easy to know it all.
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8 roles

Jonathan Dally work experience

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Agency Owner

Current

Richmond, Virginia, Us

➤ WHAT WE DO:We're changing the life insurance conversation. It is our mission to eliminate the friction and provide a fresh perspective when helping you plan your legacy. With a keen focus on your vision and dedication to adding value through strategy, we will earn the right to be your family’s trusted Advisor. ➤ HOW WE DO IT:We start with your financial vision in mind. Then we construct an actionable plan to make it happen.We help you with:✔ Mortgage Protection Insurance✔ Universal Life Insurance✔ Term Life Insurance ✔ Final Expense✔ Disability Insurance✔ Critical Illness Insurance ✔ Retirement Insurance✔ SmartStart Insurance: This creates a foundation of long-term financial security that can create your family’s legacy and fund your children’s education.➤ WHAT MAKES US DIFFERENT:For centuries insurance agents and brokers were trained to “sell” insurance. It took some time, but consumers finally caught on… Like you, we prefer to have access to all of the options WITHOUT pressure to “buy”.That sets up apart, we're a family-owned Insurance Brokerage with a lot of connections on the corporate side of the insurance industry. Gone are the days of smooth-talking sales reps as we usher in an era of information. You let us know what you'd like to accomplish and we'll show you how to make it happen. ✔ Want To Learn More?:☏ (804) 840-7333✉ jonathan@thedallygroup.comhttps://thedallygroup.com/Insurance | Retirement Planning | Lower Taxes

Aug 2022 - Present

Insurance Broker And Agency Owner

Sfg

Nl

I help protect families prepare for their financial future by providing bulletproof solutions with life insurance coverage to fit any budget.

Jul 2020 - Apr 2023

Self Employed

Satellite Beach, Florida, Us

Jun 2020 - Apr 2023

Marketing Director

Rockit Sports, Llc

Director of Marketing: Generate and implement program content across websites and social media platforms. Develop marketing strategies that align with company mission and seasonal campaigns. Daily website maintenance, graphic design, and expansion of brand awareness. Since my inception and work with sponsorship/program sales, RockIt Sports has continually increased sales in sponsorship support as well as elevating programs to nearly doubling participation each year.Assistant Director of Operations: commissioned a 74-team basketball league and assisted in the coordination of all games and cross-league tournaments. Developed employee standard operating procedures, facility rules and regulations, and weekly schedules for employees, teams, and private instructors. Managed a team of 15 to deliver consistent goal-oriented instruction.

Mar 2018 - Jun 2020

Quarterbacks / B-Backs Coach

Hickory, Nc, Us

• Managed a team of graduate and student assistants.• Oversaw 13+ student-athletes, charting daily academic progress along with on-field performance while studying to procure a Masters Degree in Organizational Leadership.• Coached within multiple strategic systems.• Mentored team captains through leadership campaigns. Organized and governed a leadership reaction course tailor-made for 130 student-athletes.• Coordinated a team of student assistants in the daily tasks of capturing, analyzing, and breaking down practice and game film. • Contracted with Jacksonville University and Lenoir-Rhyne University to assist their football programs in creating motivational material for recruits and current players. Directed, edited, and delivered weekly highlight films to boost team morale.

Jul 2014 - Dec 2015

Leader/Coach

Milano Seamen

I have an extensive involvement as a player and coach under contract in Europe. Aside from contractual obligations, I take it upon myself to improve the team and youth programs around my organization to ensure immediate and future success. Extra workouts as well as personal training individual team mates towards reaching personal goals and improvements on and off the field are just a couple of ways I devote my time as a team leader. Building personal relationships, thorough knowledge of the game plan, and work ethic are building blocks to becoming a captain in any organization. Overall, character and performance make me one of the best at making sure the team mates around me reach beyond their potential.

Feb 2011 - Jul 2015

Machinist

Hogans Racing Manifolds Inc.

Full scale fabrication projects, working well within a team, and problem solving. Operating a CNC and some programming projects. Knowledge of all typical shop machinery (mill, lathe, surfacer, drill press, etc.) Tig welding aluminum, heavy lifting, and drilling DRO bolt patterns.

Mar 2003 - Jan 2013

Lead Expo/Server

Cool Hand Luke'S Restaurant And Saloon

I was part of the first Cool Hand Luke's team. I was able to create great positive relationships with my team members while at work and continued to grow with the Cool Hand Luke's family when I went back to school. My duties as Lead Expediter included: set up and break down of the front kitchen, delegating tasks and responsibilities to fellow expediters, plate presentation/organization of food delivery. My duties as a server were to always greet the guest with a positive attitude, maintain open conversations while taking orders, making house salads, filling drinks, refilling bread bowls/chili pots, and of course up-selling drinks and deserts. I took great pride in personal relationships with customers and the community in order to ensure the most successful visits to the restaurant.

Apr 2006 - Oct 2007
3 education records

Jonathan Dally education

Bachelor Of Science (Bs), Sales, Distribution, And Marketing Operations, General

California Polytechnic State University-San Luis Obispo

Master'S Degree, Organizational Leadership

Lenoir-Rhyne University

Education record

Allan Hancock College
FAQ

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What company does Jonathan Dally work for?

Jonathan Dally works for The Dally Group.

What is Jonathan Dally's role at The Dally Group?

Jonathan Dally is listed as I teach curious individuals creative ways to create, build. and solidify generational wealth | Providing them with custom solutions and actionable steps without holding them hostage. Making it easy to know it all. at The Dally Group.

Where is Jonathan Dally based?

Jonathan Dally is based in Greater Richmond Region, United States while working with The Dally Group.

What companies has Jonathan Dally worked for?

Jonathan Dally has worked for The Dally Group, Sfg, Self Employed, Rockit Sports, Llc, and Lenoir-Rhyne University.

How can I contact Jonathan Dally?

You can use AeroLeads to view verified contact signals for Jonathan Dally at The Dally Group, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Dally attend?

Jonathan Dally holds Bachelor Of Science (Bs), Sales, Distribution, And Marketing Operations, General from California Polytechnic State University-San Luis Obispo.

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