DirectPath Financial: Astute Services to Guide Your Business

Meet Your Trustworthy, Client-Focused Team

As a team, we believe that our expertise is a foundational component of our success in providing clients with the guidance to define and progress toward their essential financial goals.

Daniel Dodgen, CFP, C(k)P, CPFA, ChFC, & CLU

Financial Advisor

Jacqueline Goodreau, CASL^®, RICP^®

Financial Advisor

Kathy Flores

Financial Advisor

Tony Krickl, MA

Financial Advisor

Katy Chai, CPA, CDFA^®

Financial Advisor

Brian Young

Financial Advisor

Heather Hunt

Administrative Partner

Meagan Goodreau

Team Coordinator

Savannah Dodgen

Administrative Partner

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Our Approach

Our approach is to listen to our clients and provide our professional advice to develop a unique plan tailored to each clients goals.

Find Out More on Our Approach

About Us

Our diverse, trustworthy team of advisors listens intently to clients and helps each one progress toward their personal financial goals.

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Begin your confident financial journey with DirectPath Financial, progressing toward the financial independence you deserve.

Start Your Journey Today!