Client Services Manager
Dylan collaborates with our clients and our team members to provide a superb and positive experience when assisting in implementing client requests and financial plans. Dylan recently graduated Magna Cum Laude with a degree in Economics from the California State University, Long Beach. His passion to help others reach their goals directed him towards the wealth management industry.
Dylan was born and raised in the Bay Area and currently resides in Concord, CA. He is and will always be a Golden State Warriors and Las Vegas Raiders fan. In his free time, Dylan enjoys lifting weights, snowboarding, and most of all, trying new foods. He’s a well-seasoned traveler who’s visited many countries and will hopefully be able to start experiencing the wonders this world has to offer again soon.