At Latitude Financial Group, we leverage our experience and knowledge to help clients pursue their financial goals throughout life.  We have 18 years of experience working together and believe our collaborative approach can yield greater results.

Meet our team of professionals:

Daniel Grote, CFP®, BFA




Dan is a Certified Financial PlannerTM and a Behavioral Financial AdvisorTM.  He is most proud of his careful guidance of his widowed, divorced, and single-female clients through challenges toward self-confidence and independence.

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Scott Cody, MBA, CFS® CFPA




Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.

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Simone Samsel

Executive Assistant to Daniel Grote


Simone has more than one year of experience as a Personal Assistant with previous employers Morrison Wealth Management and LPL Financial. She has been an employee of LPL since 2023 and is part of the Admin Solutions program that...
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