Relationship Manager

Focus

Dakota focuses on building and enhancing client relationships. With a background in business administration and economics, she values the opportunity to engage with clients and understand their perspective. She appreciates that each client brings distinct knowledge and experience, and she enjoys hearing them share their passions. These interactions allow her to support a well-organized and responsive client experience. In her role, Dakota’s engagements span the spectrum of investment consulting and financial planning topics that are specific to each individual, family, or company.

Education and Professional Designations

• University of North Carolina at Greensboro, Bachelor’s in Business Administration, with a minor in Economics
• FINRA Series 7 & 66 licenses
• North Carolina Long-Term Care (LTC) and Life & Health Insurance License

Outside the Office

Dakota grew up in Clifton Springs, New York, and moved to North Carolina in 2015, where she completed high school and worked full-time while pursuing her degree. During this time, she also reached a personal milestone—purchasing her first home at 23. 

Dakota enjoys gardening, traveling, riding motorcycles, and home improvement projects. Her interest in biology and chemistry once led her to consider a career in animal pathology, but her path ultimately led to financial services. Her passion for learning also extends to supporting others in their careers—she co-founded a nonprofit organization that provides scholarships for individuals pursuing careers in the trades, with a focus on CDL training.