Founder of 360 Financial Planning
With over 15 years of experience in the financial services industry, Dalton Kent Lakey has taken on several leadership roles while continuing his practice as a dedicated Financial Planner. He is the visionary behind 360 Financial Planning, a business that stands out for its commitment to shaping legacies and impacting communities through professional, personalized advice.
At 360 Financial Planning, the focus is on building relationships rather than selling for commission. The team’s dedication to providing a WOW customer experience sets them apart, with an emphasis on trust and delivering excellent financial advice.
As the name suggests, 360 Financial Planning handles all aspects of financial planning and even offers a comprehensive health and well-being proposition for clients, ensuring that their needs are fully taken care of.