Focus
Michael Allegri is a Financial Advisor, Managing Principal, advising successful business owners and professionals. His clients receive investment, retirement and estate planning guidance, emphasizing personal client service.

Background and experience
There is no substitute for knowledge and experience when addressing the financial challenges of a closely held business. Mike Allegri is a financial advisor with Wells Fargo Advisors Financial Network. With more than 20 years’ experience as an entrepreneur and health care professional, he became a financial advisor to help solve complex financial issues, allowing the entrepreneur to concentrate on running their business. Investing is a serious venture and should begin with an approach intended at getting the investor closer to their chosen goal. This is why Mike works with his clients to develop an investment plan. A plan focuses attention on those actions that methodically moves the client closer to their objective. A plan is critical when investing. Mike is from Kansas City, graduated Rockhurst High School, Kansas State University, obtained his MBA from Baker University and has been awarded the Accredited Asset Management Specialist designation by the College for Financial Planning.

Education
• Master of Business Administration from Baker University
• Bachelor of Science degree from Kansas State University

Profession Recognition
• Accredited Asset Management Specialist

Previous Activities
• Health Care Financial Management Association
• American College of Health Care Executives
• Miami County Business Recruitment Committee
• Miami County Micro - Loan Committee
• East Central Kansas Micro - Loan Committee
• Kansas City Rowing Club

About Wells Fargo Advisors
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com

Dale was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor.  Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.

In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends.  They also enjoy traveling to tropical locations and scuba diving new and exciting places.

As Marketing Associate, Kylee Daniels helps strengthen client relationships and expand the firm’s presence through thoughtful communication and creative strategy. She earned her Bachelor of Fine Arts from The Savannah College of Art and Design and brings experience in brand storytelling, digital and print marketing, and community engagement.

Kylee combines creativity with strategy to deliver marketing solutions that resonate. Her work supports the firm’s mission by enhancing client relationships and fostering meaningful community connections.

Outside the office, Kylee enjoys painting and leading art workshops at local businesses, creating spaces that bring people together through creativity. Her passion for art and community engagement mirrors the qualities she brings to her professional role—connection, creativity, and a dedication to meaningful experiences.

Kayla Copenhaver brings a diverse background in banking, insurance, agriculture, and equine industries to her role as a Client Associate. She earned her Bachelor of Science in Agricultural Business, completing her degree in just three years, an accomplishment she is especially proud of.

In her role, Kayla supports Mike and the team by assisting with client needs, preparing documents, navigating presentations during meetings, and ensuring everything stays organized. With a passion for client service and strong communication skills, she enjoys creating a welcoming and efficient experience for those she works with.

Friendly, outgoing, and passionate by nature, Kayla is also deeply involved in rodeo. A barrel racer and lifelong equestrian, she loves traveling across the country to compete at equine events alongside her boyfriend, a steer wrestler. Rodeo runs deep in both of their families, and now, as a new mom to a baby girl, Kayla looks forward to sharing that tradition with her daughter one day.