Registered Financial Assistant
Dakota joined Summit Wealth Group in February 2021 as a Registered Financial Assistant. Prior to joining the firm, Dakota worked as an investment operations analyst at a mutual fund company in downtown Denver and brings a wide variety of institutional knowledge to the team. He enjoys connecting with his clients and helping them achieve their financial goals.
Dakota is a very active person and spends a lot of his free time exercising and doing outdoor activities. He enjoys weightlifting, snowboarding, hiking, kayaking, and traveling with his wife.