Client Advisory

Biography

Dylan is a Principal in the Saratoga Springs office. He is a part of the firm’s Executive Financial Counseling practice, delivering comprehensive financial services specifically tailored for corporate executives. As a certified financial planner, Dylan works to uncover his client’s goals and utilizes various tax, asset allocation, risk management and estate planning strategies to serve his clients.

Prior to joining Cerity Partners, Dylan was a Vice President, Wealth Manager with Goldman Sachs Ayco where he held his NASAA Series 66 and FINRA Series 7 licenses. In this role, he was responsible for constructing holistic financial plans for Corporate Executives, HNW families and retirees.

Education

  • B.S. from Rensselaer Polytechnic institute

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Life/Accident & Health License Holder (NY)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.