Dylan is a Kansas native who joined Personal Benefit Financial in 2023. Born and raised in Atchison, Kansas, he is a graduate of Kansas State University, where he earned a Bachelor of Science in Personal Financial Planning with a minor in Business. Before beginning his career in financial planning, Dylan served his country as a Petty Officer Second Class in the United States Navy.
As a Certified Financial Planner (CFP®), Dylan loves working closely with clients to understand their unique needs and develop customized strategies designed to grow and protect their wealth through every stage of life. He earned his CFP® designation in 2025.
In addition to his CFP® designation, Dylan holds the following licenses:
Series 7 (General Securities Representative)
Series 63 (Uniform Securities Agent State Law Exam)
Colorado licenses for Life, Long-Term Care, Accident, and Health insurance
Outside of the office, Dylan's roots in Kansas have given him a lifelong love of the outdoors, and these days he spends much of his free time fishing and hiking throughout Colorado. Whether he's casting a line into a creek or exploring a new trail, he values the balance that time in nature brings to his life. Family means just as much to him as his work with clients, and some of his favorite moments are spent with his wife and animals, soaking in everything Colorado's mountains and trails have to offer.