Dylan joined our practice in 2023 and has since become an integral part of the NPA team. As a Certified Financial PlannerTM practioner, he has a passion for helping our clients identify, map out, and realize their goals in life. He works alongside individuals, families, and business owners to provide holistic advice and comprehensive financial planning services. He specializes in solving complex planning problems and helping clients make informed decisions when it comes to their financial well-being.
A Virginia Tech alumnus, he graduated from the Pamplin School of Business with a bachelor’s degree in financial planning and Wealth Management. With a deep knowledge base in the Planning process, including Retirement Planning, Tax Planning, Legacy Planning, and Investment Planning, Dylan has been able to help clients navigate the different stages of their lives with confidence.
To serve our clients, Dylan is a holder of Series 7 and Series 66 securities registrations through LPL Financial. Additionally, he continues to pursue further education and certification designations to expand his knowledge base and provide better service to those he works with.
In his spare time, Dylan has a passion for nature and the outdoors. This includes but is not limited to hiking, running, fishing, skiing, and scuba diving. He is also active in the church community in Portsmouth, New Hampshire where he currently resides.