Meet the Team Behind Your Financial Success

At Attentive Investments, our company philosophy centers on one simple belief: education leads to empowerment, and empowerment leads to financial success. We're not just your financial advisors—we're your partners in building a secure and prosperous future.

Our Story

From Vision to Legacy

1989

Mike Dalton founded his independent investment advisory business in 1989 as an extension of his accounting practice, recognizing that his clients needed more than just tax preparation—they needed comprehensive financial guidance.
2002

Mike began mentoring Athena Stone, sharing his expertise and instilling the values that became the foundation of our company culture.
2004

Mike established Attentive Investment Managers to provide specialized, focused service that truly lived up to the "attentive" promise.
2021

Mike reached his well-deserved retirement and Athena seamlessly transitioned into ownership, and we evolved into Attentive Investments.
Today

We continue Mike's legacy while expanding our vision. We've grown from a single advisor to a dynamic team, but our core mission remains unchanged: providing outstanding, personalized service that puts your financial success first.

Leadership Team

Your Financial Advisor Team

Athena Stone

Founder & Principal Advisor

Athena's journey in investment management began in 2003, but her passion for financial education drives everything she does today. Under Mike Dalton's mentorship, she earned her Investment Advisor Law Locense (Series 65) in 2007 and continued pursuing advanced certifications, including her Certified Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF), in addition to a Masters Degree in Personal Financial Planning and certification as a Certified Credit Counselor.

Athena's core belief is simple: her purpose is to help people achieve their personal financial goals while educating them to make sound financial decisions independently. She focuses on client education and the continued pursuit of goals, ensuring every client understands not just what they're investing in, but why.

When she's not helping clients build their financial futures, Athena enjoys gardening, training in martial arts, and spending quality time with her husband and four children in Lodi, California.

Kylee O'Shea

Associate Advisor

Associate Advisor Kylee O’Shea is an Administrative Assistant based in Lodi, California. She lives with her partner and their two children—a son and a daughter—and is excitedly preparing to welcome another daughter soon. Alongside her professional work, Kylee is pursuing her passion for financial education and is currently studying to earn her Credit Counselor certification. She is dedicated to building her expertise in personal finance so she can help others achieve stability and confidence in managing their financial futures.

Leadership Team

Education Equals Success

Our company philosophy is built on the foundation that informed clients make better financial decisions. We don't believe in keeping you in the dark about your investments—we believe in lighting the path forward through education and transparency.

Partnership, Not Patronage

We work with you, not for you. Every recommendation comes with clear explanations, every strategy includes your input, and every decision respects your goals and comfort level.

Fiduciary Responsibility

As a 3(38) Fiduciary, we're legally bound to put your needs first while carefully avoiding any conflicts of interest. This means you can trust that our advice is driven by your best interests, not profit motives or outside influences.

Continuous Growth

Your financial situation evolves, and so do we. We stay current with market trends, regulatory changes, and new opportunities to ensure you always receive the most relevant and effective guidance.

Community Involvement

We believe that strong communities create strong economies, and strong economies benefit everyone's financial future. Our client commitment extends beyond individual portfolios to supporting the local businesses and organizations that make our region thrive.

From sponsoring local events to participating in financial literacy programs, we're invested in our community's success because we know that when our neighbors prosper, we all benefit.

Client Commitment

Your Success Is Our Success

Our commitment to you goes beyond managing your investments. We promise:

Transparent Communication

You'll always understand what's happening with your money and why

Responsive Service

Questions don't wait for convenient times, and neither do our answers

Personalized Strategies

Your financial plan is as unique as you are

Ongoing Education

We'll help you understand not just what we're doing, but how you can make informed decisions on your own

Long-term Partnership

We're here for every stage of your financial journey

Our Track Record of Excellence

Our commitment to excellence and client service has been recognized through our continued growth, client retention, and the trust placed in us by individuals and businesses throughout the region. The greatest recognition, however, comes from our clients' financial success and the confidence they place in our guidance.

Ready to experience the Attentive Investments difference? Let's discuss how our educational approach and personalized service can help you achieve your financial goals.

Schedule Your Consultation