Associate Wealth Advisor
Dylan an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.