About
Dylan
Dylan supports Senior Advisors by assisting with client relationships, investment management, and comprehensive financial planning. As a primary point of contact, he is committed to helping clients navigate important financial decisions while delivering a thoughtful and personalized experience. He enjoys building strong relationships and collaborating with clients and colleagues to support long-term financial success.
Dylan has several years of experience working in investment analysis and advisory roles within the financial services industry. He began his career as an intern with a boutique RIA in Chicago, gaining valuable experience in investment research, portfolio management, and client service.
In his free time, Dylan enjoys following Chicago sports and is an avid Chicago Bulls fan. He also has a passion for collecting antique and vintage memorabilia. A native of the Chicago area, Dylan resides in the southwest suburbs and enjoys connecting with others who share his appreciation for sports and collectibles.
Education and Professional Milestones
- University of Illinois at Chicago – bachelor’s degree in finance
-Holds Series 65 certification
Dylan supports Senior Advisors by assisting with client relationships, investment management, and comprehensive financial planning. As a primary point of contact, he is committed to helping clients navigate important financial decisions while delivering a thoughtful and personalized experience. He enjoys building strong relationships and collaborating with clients and colleagues to support long-term financial success.
Dylan has several years of experience working in investment analysis and advisory roles within the financial services industry. He began his career as an intern with a boutique RIA in Chicago, gaining valuable experience in investment research, portfolio management, and client service.
In his free time, Dylan enjoys following Chicago sports and is an avid Chicago Bulls fan. He also has a passion for collecting antique and vintage memorabilia. A native of the Chicago area, Dylan resides in the southwest suburbs and enjoys connecting with others who share his appreciation for sports and collectibles.
Education and Professional Milestones
- University of Illinois at Chicago – bachelor’s degree in finance
-Holds Series 65 certification