Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a child and we were thinking about a name for our new company he thought of SWAN – Sleep Well At Night – which is the root of Financial Confidence Advisors.
He has the unique perspective of growing up in a business family, being born in the Millennial generation, following his Baby Boomer father who casts a big shadow and being the only sibling active in the business.
He has been managing risk for 9 years in Wealth Management specializing in multi generational planning, executive benefit planning and employee benefit planning.
Clients love his calm, caring nature and he exemplifies family values of integrity, honesty, achievement, building relationships with client’s families and being a mentor to other young advisors.
He is a doting step father of two teenage girls which helps him to hone his skills on negotiation and effective communication.