Meet the professionals who can help you pursue your goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Dokken Report is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
ROBERT DOKKEN Founder and CEO
Robert has been helping families and businesses protect their assets for nearly 30 years. He and his team of experienced financial professionals will work with you to help you grow and preserve your nest egg.
Robert got his start in the industry in 1983. Over the years, he created his Nest-Egg Stress Test© to help his team of investment advisors and financial professionals give you an analysis of your current financial picture. With their findings, they can create a custom roadmap to help you pursue your financial dreams.
Robert holds a life and health insurance license in Florida.
Robert served on President George W. Bush’s Tax Advisory Board for eight years and has appeared on CBS’ “60 Minutes.” He’s also the best-selling author of “Keep From Losing Your Stuff” and “The Keep From Losing Your Stuff System.” In addition, he founded “The Dokken Report,” a 30-minute weekly television show and column.
KRISTEN DOKKEN Financial Advisor
As Robert Dokken’s daughter, Kristen grew up in the financial services industry. In fact, she’s been hanging around the office since she was a baby!
A former project manager for the Dokken Report, Kristen studied international relations and economics at Harvard. Today, she is a financial advisor at the firm who is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Kristen has passed the Series 65 securities exam and holds life and health insurance licenses in Florida and Ohio. She is registered as an Investment Adviser Representative. She has a Bachelor of Liberal Arts from Harvard University.
A native of Panama City, Kristen has an infatuation with sunsets, yoga, road biking and fitness competitions. One other fun fact about Kristen: Her work outside the office included three years as a magician’s assistant!
Monica Bryan Office Manager
Monica Bryan serves as office manager and client service coordinator for the Dokken Report. She is often the first voice people hear when they call and she is always kind and attentive and puts a smile on the faces of those with whom she speaks. She has been with the firm for more than 20 years and is familiar with all aspects of our business. (In case you see a resemblance, Monica is Kristen’s mom!)
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting or phone call today or register to attend a seminar.