Dakota joined Summit Wealth Group in 2021 and is a Financial Advisor in the Denver Tech Center office. He has extensive experience in the securities industry, most recently holding a position as an Investment Operations Analyst at a mutual fund company where he developed specialized investment strategies for all market conditions. Dakota also spent many years in commercial banking, helping clients manage their cash flow and providing access to capital so they can expand their business operations. He takes pride in helping professional engineers and business owners achieve their goals through tax-efficient investments and comprehensive financial planning techniques.
Dakota graduated with a B.S. in Finance from Colorado State University. He earned the CERTIFIED FINANCIAL PLANNER™ designation and holds Series 7, 63, and 65 FINRA licenses. He is an Investment Advisor Representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).
Dakota focuses on leading an active lifestyle outside of work, whether in the gym, lifting weights, or snowboarding in the mountains. He gives back to his community through the Food For Thought program, which provides meals to underprivileged schoolchildren. He and his wife, Molly, welcomed their first child in July 2022, so he enjoys spending time with his young family as a dedicated father and husband.