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.

Nick is a financial advisor with a passion for helping his clients navigate the often-complex world of personal finance. He specializes in providing creative solutions for high net worth individuals and families looking to make smart financial decisions.

With over a decade of experience in the industry, Nick has a deep understanding of the complex financial needs of families and their businesses. He is well-versed in the intricacies of estate planning, tax planning, and risk management, and is able to provide customized solutions to help his clients protect and grow their wealth over time.

Nick's clients appreciate his ability to take a holistic approach to their financial well-being and his ability to provide them with tailored financial plans that take into account their specific family dynamics and goals. He understands that each family is unique and requires individualized solutions.

With a keen understanding of the markets and a talent for identifying investment opportunities, Nick is able to provide his clients with customized investment portfolios that are tailored to their individual risk tolerance and goals.

Nick's ultimate goal is to empower his clients to make informed financial decisions, and to help them achieve their financial goals and dreams.