Top 15 Wealth & Asset Managers in Colorado

Dakota 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 unique investment strategies for all market conditions.
Dakota also spent many years in commercial banking helping clients manage their cashflow 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.
Outside of work, Dakota focuses on leading an active lifestyle whether it is 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.
Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

Premier Casa is a full service international real estate company. We strive to provide the highest standards of quality, integrity and transparency in all transactions related to property sales, management and advisory services.
Premier Casa's reputation for uncompromising real estate professionalism and integrity in everything we do is earned day to day by serving our clients and earning their trust.
Implementing effective management concepts from the US we have built an international full service property and asset management company designed to make owning offshore real estate investments hassle free, while adding value and maximizing returns on well-located quality real estate investments.
Some highlights of the services we provide through our experienced multilingual staff:
1) Online marketing and booking
2) Utilities and administration fees payments
3) Monthly owner statement with complete and organized accounting
4) Maintenance and cleaning services
Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

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- Alamosa
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- Aurora
- Boulder
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- Cañon City
- Castle Pines
- Castle Rock
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- Colorado Springs
- Commerce City
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- Federal Heights
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- Northglenn
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