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 license.

In his free time, Dylan enjoys keeping fit by working out at the gym and playing sports, exploring new restaurants with his wife, and traveling.