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MANAGEMENT TEAM

At Dotch Capital, we wholeheartedly embrace a collaborative approach when it comes to shaping your financial success. What this looks like in practice is a team of specialized experts working together to comprehensively serve you as our client. No one person can be the best at everything, so we built a management team of talented individuals who are experts in their respective fields. This equips our firm with specialized expertise in various topics ranging from technology to investments and law. Together, this team leverages strategic planning, operational efficiency, human capital, and financial management to deliver an exceptional level of service our clients deserve. This also empowers our financial advisors, like me, to spend more time and energy doing what we do best and love most: proactively helping clients plan for and work to achieve their financial goals.

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Estate Planning and Tax Advisory Services

At Dotch Capital, our dedicated team of estate planning and tax specialists diligently handle the complicated and time-consuming work of keeping up with all the latest legal nuances so our advisors can confidently serve their clients. Providing clients with optimal advice about estate plans and taxes requires specialized expertise. Our team brings the education and credentials necessary to accurately interpret and communicate changes to the law. Our advisors can consult with these experts at any time, whether they need to gain a high-level understanding of something new or navigate specific circumstances for a client.

Partners

Dotch Capital’s collaborative approach to planning your financial success is also reflected in our team of 200 CPAs and Tax Partners. If any one of us comes across a complex situation, we can tap into the vast collective knowledge and expertise of our partnership. Along with more than 25 advisors supporting those partners, Dotch Capital’s team features 70+ employees with at least one professional designation. Our 105+ total designations span across 9 unique credentials, including CPAs, EA, JDs, and RIA. There’s power in numbers that we possess here as a firm.

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