DIPL. T, CLU®, CHS™, CEPA™
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 Advisor, Dylan develops and delivers comprehensive financial security plans that empower clients to identify, clarify, and eliminate risk for themselves, their families, and their businesses.
Dylan is a third-generation owner of our family business, 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. And, when he works with multiple generations (current and future owners), Dylan 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.”
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.