As a Client Services Specialist on the team, Dylan focuses on initiating outreach to prospective clients, arranging appointments with a financial professional on the team, and effectively addressing the client's inquiries. He presents information about the benefits and services offered, answering questions, and creating a positive client experience during initial engagement and onboarding.
A graduate of SUNY Brockport with dual degrees in Criminal Justice and Sociology, Dylan brings analytical thinking to his client interactions. Outside of work, he demonstrates his commitment to community service as a volunteer firefighter and licensed EMT. His passion for teamwork was fostered through years of playing competitive hockey and baseball, skills that translate seamlessly to his collaborative approach with clients and colleagues.