As Director of Investments and Planning, Dylan helps innovate and maintain Complete Wealth 360’s investments, financial planning initiatives, and our client experience. After graduating from Saint Mary’s College of California, Dylan briefly worked at a registered investment advisor in California. Dylan moved to Nashville in June of 2023. He is proficient in investment strategy and aims to make investing simple and effective for clients.
Dylan recognizes that, for most clients, financial markets can be complex and intimidating. Through clear explanations and taking the time to make sure important points are understood, Dylan builds trust with clients that enables them to have peace of mind with their finances.
Personally, Dylan lives in Nashville, Tennessee. He enjoys pickleball, creating jewelry, and volunteering for the non-profit Little Miracles, a Christian organization that gives free baby items to mothers in need.