Dylan has been in the financial services industry since 2004. He holds a Registered Representative Series 7 Securities Registration and an Investment Advisor Representative Series 66 Registration. Dylan is a graduate of Baylor Universityʼs Hankamer School of Business and holds a Bachelors of Business Administration degree with an emphasis on Financial Services and Planning.
Dylan focuses on helping families and small business owners with key strategies for Retirement Planning, Estate Planning, Business Succession Planning, and College Planning. He prefers to refer to the consulting service he provides as financial coaching. When you work with Dylan, you can expect a professional relationship with someone who has compiled a substantial amount of experience.
Dylan, his wife Kristin, daughter Brooklyn and sons Brayden, Britton and Braxton reside in his hometown of Atlanta, Texas. When Dylan is not working, he can be found actively engaged in the community and coaching his children's sports teams.