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Dylan is a graduate of Western Michigan University where he attained his Bachelor of Business Administration with a focus in finance. He joined Generations Financial Planning & Wealth Management in May, 2021 and currently holds FINRA Series 7 and 66 licensing, as well as Life, Health, and Variable products insurance licenses. A longer term goal of his is to achieve a CFP designation to further develop his professional skills. He has a strong desire to build lasting relationships and to help clients meet their financial and investment needs by creating a unique and strategic financial plan. Outside of the office, he enjoys spending time with friends and family, golfing, hunting, fishing, and camping.
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* Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
Information relating to securities is intended for use by individuals residing in: Alabama, Arizona, Arkansas, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
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