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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)

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