David J. Lange APMA CFP CLTC CLU

05/30/2026

Delta Wealth Advisors IS...

Delta Wealth IS... about your story.

You're the hero.

You're building a career, raising a family, running a business, serving your community, and working toward something bigger than yourself. This photo bringing my daughter to work reminded me of what many of us are working for or towards.

Our role with Delta Wealth Advisors isn't to take center stage.

It's to be the sidekick who watches your back.

✓ Tax Planning
✓ Investment Management
✓ Estate Planning
✓ Risk Management
✓ Retirement Planning

You focus on living your story.

We'll help keep the pieces aligned.

04/27/2026

Something we do for clients.

How did your tax season go?

At Delta Wealth Advisors, we take a proactive approach to tax planning—helping reduce taxable income, adjust withholding, and align strategies with your CPA or tax preparer. We look beyond the basics to ensure your tax strategy supports your overall financial goals.

04/24/2026

BANFF...

Stellar views of mountains, lakes, hiking, and skiing?

Or…

Walk into Arc'teryx and drop $900 on a jacket and stop next door at Lulu for some new yoga pants?

Celebrating 40 years with Kasi on a ski trip had me thinking about it:
retail therapy vs. actually enjoying the experience together.

04/10/2026

Today's Mug Exchange with Patrick Eggleston.

Mug Exchange with Patrick Eggleston.

Patrick and I first met in business class on a flight from XNA to Minneapolis. What started as a great conversation about family and travel plans turned into an ongoing friendship and professional respect. Patrick is one of those rare people who consistently asks the right questions — the kind that bring clarity to complexity and uncover opportunities others miss.

That is exactly what makes him so effective in his work as a Strategic Partner with Schooley Mitchell Bentonville - Patrick Eggleston, the largest cost reduction consulting firm in North America. Patrick helps businesses identify and eliminate unnecessary costs across telecom, utilities, waste, and shipping — and here's what makes the model remarkable: there is no upfront cost to the client. His fees are funded entirely by the savings he uncovers. If he doesn't find savings, he doesn't get paid. With more than 28 years of experience managing P&Ls and leading national sales teams, he brings both the insight to find what others miss and the credibility to act on it. It's a true privilege to make this exchange.”

04/04/2026

Check out an opportunity on my team.

Great News! We are growing at Delta Wealth Advisors, and that means adding great people to our team.

As we continue to serve our clients, we refuse to let growth dilute the promises we make. That means adding the right people.

We’re hiring a Client Service Coordinator (administrative role, no sales responsibilities).

We’re looking for someone who:

• Has experience in banking, financial services, and/or customer service.

• Organized with attention to detail.

• Comfortable with tech: Word, Excel, Outlook, Zoom, basic AI, and company software.

• Communicates clearly and professionally.

• Enjoys supporting advisors and clients.

• Can work 20 hours (minimum) per week up to full-time (Primarily in office).

This role allows progression initially within the service side of our team (gain licensing & incorporate paraplanning) and long-term into an advisor role if desired.

This role offers competitive pay, time off, retirement benefits (No Health), and a strong team environment.

How to Apply:

Email [email protected] and [email protected] with:
- A short introduction (3–5 sentences) on why this role interests you
- Your resume as a PDF
- Subject line: “Detail Matters – [Your Name]”
- We’re using this process to find candidates who value clarity, communication, and follow-through.

If someone comes to mind, we’d appreciate an introduction.

We believe in flexibility that creates work life balance, yet maintains continuity of service for our valued clients.

03/10/2026

Fun to support a GREAT cause today!

✨ Thank you to our Gold Sponsors.

Your support helps make Butterflies and Blooms meaningful and mission-centered. Because of you, lives are being transformed in lasting ways.

We are deeply thankful for your partnership. 🦋
Greenhaw Development Co. Delta Wealth Advisors Brandi Mallard Realtor Grand Savings Bank Paul Law Firm, PLLC Peggy Rowe Malatesta Clear View Enterprises

02/24/2026

Mug Exchange...

02/13/2026

No Mug Exchange Today...

No Mug Exchange today…

Just a snapshot of some companies our clients have worked for — and in many cases, retired from.

You’ve built a career through 9/11, the housing crash, market swings, and constant industry change.

You’ve earned stability, clarity, and confidence.

At Delta Wealth Advisors we’d love to assist you moving toward a more confident future.

www.mydeltawealth.com

01/30/2026

The FUN continues!

Mug Exchange.

Honored to connect with a tremendous contributor to Walmart and Sam's Club. After 27 years, David continues to reinvent himself with relentless productivity, leadership, and service. Thriving in both supplier and consulting spaces. A man of faith, family, and many talents.

Grateful he agreed to swap mugs. This 2025 Walmart Associate Celebration cup is a fun reminder of an epic event at Bud Walton Arena with Jimmy Fallon, Post Malone, and The Killers, and an inside look at Walmart’s unique culture (and how excited Sam's Club people are).

01/28/2026

Why Sophomore year for your children is so important for Education Planning / Financial Planning.

Have a 2028 high school grad at home? This matters right now.

FAFSA looks at income from two years prior, which means this year counts for parents of current 10th graders.

For families earning $50k–$300k — especially business owners and executives — small income decisions today can mean big differences in college aid later.

The real question isn’t, “Will we get aid?”
It’s, “Are we unintentionally disqualifying ourselves before we even apply?”

This isn’t about loopholes. It’s about understanding the rules early — before the window closes.

At Delta Wealth Advisors, we look beyond income, because FAFSA is only part of the picture and some colleges go even deeper.