DAKOTA BRIZENDINE

Managing Partner

As Managing Partner at CFG, Dakota is not only shaping the firm’s strategic direction but also reimagining what’s possible within the financial planning industry. Her leadership is defined by an exceptional ability to transform obstacles into opportunities, allowing CFG to continuously elevate its impact. For Dakota, financial planning is not just a profession; it’s a partnership with the power to change lives, stabilize families, and strengthen communities.

Dakota’s ascent to Managing Partner is a testament to her vision, dedication, and transformative leadership. She joined CFG as an advisor in 2016, quickly embracing the firm’s culture of collaboration. By 2018, she was named Managing Director, and soon after, she launched the Financial Planning Mastery Program, an initiative designed to solve the systemic barriers that have hindered so many talented advisors. Dakota’s ability to identify patterns and develop effective systems has been central to the program’s success, helping CFG grow into what it is today: a tight-knit, collaborative community of advisors with diverse experiences.

Her leadership philosophy is rooted in the belief that success comes from creating systems that empower individuals, not from relying on shortcuts. Through her focus on development and high standards, Dakota has helped shape CFG into an organization that attracts and cultivates top-tier talent, driving its ongoing growth.

For Dakota, work and life are not separate. When you are aligned with a mission and answering a calling, the work becomes meaningful in every dimension. She is deeply grounded by her family and spends time snowboarding, wake surfing, and staying active in nature. She is also inspired by design in all its forms—architecture, fashion, and food—anything created with intention and authenticity.