Dash joined the team as our NextGen Advisor in 2019. He came to us from American Century Investments where he gained valuable experience providing investment guidance and education in financial planning. At Summit, his focus is working with young professionals and families in the beginning phases of mapping out their financial future, who are motivated to make smart decisions for the long term.
As a Millennial, Dash understands the plight of today’s emerging investors. Discerning the most sensible moves when it comes to balancing a budget, repaying student loan debt, and financing a new home while trying to make the right investment and saving choices for retirement can be difficult to manage on your own. Dash’s approach to planning and advising makes investing and money management simple to understand and to implement. Think of him as your financial coach.
Dash attended the University of Kansas where he received a Bachelor of Science in Finance with a minor in Psychology. While attending KU, he played lacrosse for the Men’s Club Lacrosse team (Go Jayhawks!), a sport he still dabbles in today. Born and raised in California, Dash currently lives in San Francisco where he enjoys bodysurfing and skateboarding at Ocean Beach and immersing himself in the city’s rich and diverse culinary scene.
Check the background of this investment professional on FINRA BrokerCheck