Client Advisory

Biography

Dylan is a Principal in the Saratoga Springs office, based remotely in Charlotte, NC. He is a member of the firm’s Executive Counseling practice, which provides financial planning, tax planning and tax preparation services to corporate executives.

Prior to joining Cerity Partners, Dylan was a Vice President at Goldman Sachs Ayco Personal Financial Management where he held his NASAA Series 66 and FINRA Series 7 licenses. In this role, he was responsible for advising corporate executives on their personal finances, giving seminars at client company locations as well as seeing the growth and development of junior advisors.

In his spare time, Dylan enjoys spending time with his family, traveling, and attempting to break 100 on the golf course.

Education

  • MBA from University at Albany
  • B.A. from State University of New York at Plattsburgh

Highlights

  • Life/Accident & Health License Holder (NC)

Connect with Dylan

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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.