Dylan brings both experience in the financial services industry and a sharp technical skill set to his role at Sequoia . He works closely with the client service team to provide knowledgeable and effective service to Sequoia's clients and their families. In addition, Dylan contributes a fresh perspective when collaborating with our seasoned advisory team to support Affinia’s financial planning activities. He is motivated to advance his technical skills and level of financial planning expertise to be able to offer creative and unique planning strategies for highly complex personal situations.
Dylan holds a Bachelor of Science degree in Finance from Bentley University where he participated in the Bentley Investment Group. He is a CERTIFIED FINANCIAL PLANNER™ Professional ( CFP®), an Investment Advisor Representative (IAR) of Sequoia Financial Group and his prior experience includes work as an Investment Advisor Representative (IAR) and registered representative.
A lifelong resident of Massachusetts, Dylan is a Boston Sports Fan for all seasons. Note to everyone from elsewhere- please don’t hold it against him- we’re just that good!