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Biography

Dylan is an Associate in the Indianapolis office, he analyzes and reconciles data, gathers and creates reports, and ensures the office operates efficiently for our team and clients. Dylan also has a desire to become a financial advisor in the future and spends time in meetings learning from current advisors.

Prior to joining Cerity Partners, Dylan was the Operations Analyst for SBC Wealth Management. He received a bachelor’s degree in economics from Wabash College.
In his free time, Dylan enjoys playing and watching sports, exercising, travelling, and spending time with family.

Education

  • Bachelors Degree in Economics from Wabash College

Highlights

  • Series 65

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By clicking “Schedule Now”, 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.