Financial Advisor
Focus
Dylan’s primary focus is to make sure that every client at Trailhead Wealth Management has a comprehensive and detailed investment plan that fits their specific needs. Dylan is rapidly expanding his skill set in the financial services industry out of a desire to meet and exceed all client expectations.
Background and experience
Dylan grew up in Colorado and joins us by way of NYC. While pursuing a Bachelor’s degree in Accounting from CU Boulder, he participated in various internships across the country within the Finance and Insurance industries.
After college, Dylan spent the next four years concentrating on Finance and Accounting with several Private Equity and Venture Capital funds.
Dylan has his Life, Health, and Long-term Care insurance licenses, as well as his series 7 & 66 registrations. He also has designations specific to the clientele he works with – Business Owners and Retirees. That designation is the Certified Exit Planning Advisor®.
Away from the office
Dylan is an outdoor enthusiast; frequently running, biking, and golfing. He is a food fanatic and an inquisitive chef, and is committed to finding the best new restaurants in town!