Dylan serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 7 years of experience in the financial planning and investment industry, Dylan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as a Financial Advisor for a large wealth management firm. Dylan has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Dylan received his bachelor’s degree in Business Administration, with an emphasis in Finance, from California Lutheran University. Dylan is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and he is also a CERTIFIED DIVORCE FINANCIAL ANALYST® professional as designated by the Institute for Divorce Financial Analysts™.
Dylan and his wife Lacey love traveling abroad to new destinations and staying active. In his spare time, you can find him playing sports with friends, enjoying California’s beautiful beaches, and finding new hiking trails to explore with his dog, Mochi.
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