Meet The Team
DAK Financial Group, LLC is dedicated to helping our clients and their families succeed in planning their perfect retirement. We specialize in helping you get the most out of your money with safety, growth, and control.
At DAK Financial Group, LLC, we believe that planning your retirement shouldn’t be stressful. It’s a process of determining goals, strategies, and what’s best for you and your family. From there, we can show you which options best suit your situation and tailor a plan to meet your family’s needs.
David is a graduate of Bridgewater State College and spent 15 years as a Ground Combat Infantry Officer in the Marine Corps. He started DAK Financial Group in 1992 and is active in the community as a member of the Meredith Rotary Club. David is an avid outdoorsman and enjoys spending his spare time in the woods and on the water. David and his team dedicate their time and resources to helping you understand and become an active voice in your retirement planning.
Lorraine is a graduate of Plymouth State College with a degree in Education and is on the board of directors for the Meredith Kiwanis.
Elena is a Plymouth State graduate and a state registered Investment Advisor. Her favorite part of working with DAK Financial is the opportunity to help people. Elena is currently offering services through MHP Asset Management.