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Email Address

[email protected]

Phone Number

(612) 296-6734

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About Me


Dylan is driven by a fervent commitment to helping clients navigate the complexities of their financial journeys, placing their needs at the forefront of his endeavors. His dedication to continuous learning has been instrumental in serving his clients effectively over the years, as he strives to provide the most insightful and well-informed recommendations possible. 

With extensive experience advising High and Ultra-High Net Worth clients at one of the world's largest wealth management firms, Dylan's expertise is grounded in practical application. As a Founding Partner, Managing Principal, and Chief Compliance Officer of Dynic Wealth Management LLC, he places the utmost importance on maintaining his clients' financial well-being and security.

Dylan's method of providing financial advice stands out for its thoroughness and reliance on data-driven decisions. He creates recommendations that are carefully tailored, using a wealth of data from each client's financial plan to support them. By focusing on increasing the chances of the most favorable results, he works towards helping all his clients achieve their specific financial goals.

Outside of work, Dylan enjoys golfing, sailing, hiking, and traveling alongside his wife, Megan, and their black lab, Sydney.

 

Credentials and Education:

• MBA, University of Minnesota Carlson School of Management, graduated as a Carlson Scholar (highest academic honors)

• CERTIFIED FINANCIAL PLANNER™ practitioner and a Fiduciary (link)

• Financial Planning Certificate from the University of St. Thomas Opus College of Business

• B.A. Degree in Economics & Business Administration from Augsburg University

• Series 7 General Securities Representative

• Series 63 Uniform Securities Representative

• Accident & Health, Life, and Variable Life Insurance License1

Certificates

CFP

Licenses

  • Series 7 and 63

Education

  • MBA University of Minnesota Carlson School of Management
  • B.A. Economics and Business Administration Augsburg University
  • Financial Planning Certificate University of St. Thomas Opus College of Business