FINANCIAL PLANNER

Since joining the financial services industry in 2010, Dylan Brown has gained a
thorough understanding of risk management. As part of a business family, Dylan
understands the complexities of protecting and preserving harmony while growing a
successful business. As a financial planner, Dylan develops and delivers
comprehensive financial security plans that empower clients to identify, clarify, and
eliminate risk for themselves, their families, and their businesses.

EXPERTISE

Dylan is a third-generation owner of Financial Confidence®, and like most business
family children, he is intimately aware of the inherent dynamics that can bring a family
together, or in the worst cases, tear them apart.

While he specializes in insurance and risk management, our clients count on Dylan to
help them build more valuable companies, enjoy personal financial success, and align
their financial resources with their personal, family and business goals.

On the most practical level, clients trust Dylan to protect their business and personal
wealth and cash flow during major transitions such as a change in ownership,
leadership, or when something unexpected happens. This allows our clients to avoid
making financial decisions under pressure.

Dylan works closely with a network of multidisciplinary advisors to multiply our clients’
opportunities to achieve success in all aspects of their lives. When Dylan works with
multiple generations (current and future owners), he can be counted on to provide
developmental coaching for the next generation of owners.

In addition to business families, professionals rely on Dylan for comprehensive financial
security planning.

“I work with ambitious entrepreneurs in high growth businesses who put themselves on
the line and do whatever it takes to excel; my goal is to be their quarterback.”

Dylan Brown

QUALIFICATIONS

In addition to years of practical experience, Dylan continuously acquires new knowledge
and expertise through constant study. After completing his Diploma in Technology
majoring in Business Administration (DIPL.T), Dylan earned several important
designations that bring tremendous value to the individuals, families, and businesses he
serves. Dylan is a Chartered Life Underwriter (CLU®), a Certified Health Insurance
Specialist (CHS™), and most recently, he earned his Certified Exit Planning Advisor™
(CEPA™) credentials.