Dakota Endres

Dakota’s passion is 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 with ensuring his clients feel supported every step of the way. Dakota joined Mercer Advisors in 2024. Previously, he had six years of experience as a senior financial advisor with Morgan Stanley, specializing in goals-based planning. Outside of work, he loves spending time with family and staying active through sports, whether playing, coaching, or cheering from his living room.