As a Para Planner, Dylan is responsible for creating comprehensive financial plans, generating performance reports, and providing support to the wealth management team – especially Jake Falcon, whom Dylan joins on most client meetings.

Dylan earned his bachelor’s degree in finance with a concentration in investment management from Kansas State University. He also maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, Dylan enjoys reading, exploring new restaurants with his wife, and traveling.

*To Add: - Series 65

Inspiration to pursue career:

Dylan’s experience in managing his own financial plan and educating himself in the field are what inspired him to pursue a career in Financial Planning. He felt that if someone, like him, with a Finance degree can feel so lost in their own personal finances, then he could positively impact others’ lives by providing education and support in managing their Financial Plan.