Designations and Licenses

Dylan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Dylan provides customized wealth management solutions based on the needs and objectives of each individual client. He provides help in all areas of wealth management, including investment management, tax planning, estate planning, retirement forecasting and insurance reviews.

Prior to joining Mariner, Dylan served as an associate wealth advisor with a local RIA firm, where he worked with wealth advisors to provide wealth management services to high-net-worth individuals. Before beginning his career in wealth management, he was a member of the Illinois Army National Guard for six years.

Dylan has a bachelor’s degree in agricultural consumer economics with a concentration in financial planning from the University of Illinois at Urbana-Champaign.

Personal Interests

Dylan enjoys spending time with his family and friends, traveling and hiking.