Dylan has practiced financial planning since 2010 when he was recruited to AXA, now Equitable Advisors, to work with educators. In 2015, he joined Educated Wealth Strategies, a specialized group within Equitable, where he set out on a mission, to raise the standard of financial advice to public school employees, and their families. As Dylan’s practice grew, he found himself referred to professionals, and business owners in other occupations, as well as families looking for financial guidance. Today, Dylan continues his mission by helping his clients use holistic financial strategies to grow, preserve, and transfer wealth for retirement, business, family, and charity.
He prides himself on having a high degree of empathy. He uses this skill to create a transparent planning process, and to tailor financial strategies for his clients. Along with the proper analysis, and diligence, Dylan will help you sort through financial considerations pertinent to your situation and make a plan. His promise is to work alongside you with integrity, reliability and a high degree of expertise. As a CFP® certificant Dylan has an obligation to work in your best interest, he's confident you'll understand his passion is to help you live life as you intend.
Dylan has completed a number rigorous educational programs earning him the following professional designations and licenses. CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®).
Retirement Planning Specialist – A Retirement Certificate awarded by the Wharton School of the University of Pennsylvania, Retirement Benefits Specialist of Tax-Sheltered Plans, Series 7, 66, Life Accident and Health, Dylan continues his education adding to his certifications regularly.
Originally from Connecticut Dylan resides in the Lehigh Valley with his wife. In his free time Dylan enjoys the outdoors, practicing drums, self-improvement, and helping others. He serves on the board of Kenyan Health Care Initiatives Inc. - A 501(c)3 devoted to developing primary health care infrastructure and educational programs for over 8,000 people in central Kenya, Africa, and is a graduate of Moravian University where he earned a bachelor’s degree in Financial Economics.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.