Meet Dakota
Helping Clients Plan with Confidence
I'm a Middle Tennessee native and MTSU graduate with a passion for helping individuals, families, and business owners make confident financial decisions. Since entering the financial industry in 2017, I've worked with clients across Nashville, Murfreesboro, and Middle Tennessee to create personalized wealth management, retirement planning, business succession planning, retirement plan consulting, and financial planning strategies. My background in defined contribution and defined benefit retirement plan design and administration gives me a unique perspective on helping clients pursue their long-term financial goals.
Quick Facts
Financial Industry Experience Since 2017
MTSU Graduate
Middle Tennessee Native
Defined Contribution & Defined Benefit Plan Experience
Retirement Plan Consulting
Wealth Management & Financial Planning
Business Succession Planning
Husband & Father of Two
Active Member, New Vision Church
An Education-First Approach
My goal is simple: take the guesswork and fear out of planning and investing through education.
I believe people make better decisions when they understand their options, so I provide clear guidance, practical strategies, and personalized support to help clients build confidence in their financial future. Whether you're preparing for retirement, growing your business, or planning for a successful transition, I strive to be a trusted resource every step of the way.
Beyond the Office
Outside of work, you'll find me spending time outdoors with my wife and our two children. I'm also an active member of New Vision Church in Murfreesboro and take pride in serving the community I call home. That same commitment to building lasting relationships extends to the clients and families I serve every day.
Let's Connect
Let's start with a conversation about your goals, your questions, and the opportunities ahead so you can move forward with confidence.