Dakota is passionate about helping individuals and families realize the power of their finances. He believes financial planning isn’t just about numbers — it’s about unlocking opportunities and creating lasting confidence for the future. His consistent approach and “refuse to lose” mindset help ensure his clients feel supported every step of the way. Dakota joined Mercer Advisors in 2024.
Previously, he served as a financial advisor for Morgan Stanley and Merrill Edge. He has lived in multiple states, and he traveled to more than 40 countries between the ages of 19 and 23. Dakota resides in Phoenix, Arizona, with his family.
Outside of work, he loves spending time with his family, camping and hunting, and staying active through sports, whether playing, coaching, or cheering from his living room.
Scottsdale
7033 East Greenway Parkway Suite 290 Scottsdale, Arizona 85254