In his work with EverNest clients, Dylan serves as a primary point of contact and serves them across account management, investment management and financial planning functions.
Before joining EverNest, Dylan worked in investment analysis and advisory roles with a boutique RIA in Chicago. He first joined the firm as an intern while earning his B.S. in Finance from the University of Illinois at Chicago.
Now, Dylan is complementing his investment-analysis background with a focus on deepening his knowledge of financial planning. He is actively pursuing CFP® certification and looks forward to supporting clients’ in-depth planning needs in partnership with EverNest colleagues and clients’ accountants, attorneys and other professional advisors.
A native of the Chicago area, Dylan lives in the southwest suburbs. He is an avid Chicago Bulls fan and enjoys collecting antique and vintage memorabilia about basketball and more.