Dylan joined Greater Midwest Financial Group in 2021 and works as a Case Manager for GMFG’s client base. In his role, he assists the advisors with the preparation of financial portfolios for client meetings, processes service requests and ensures clients’ needs are taken care of. He also works closely with our senior relationship managers to ensure that all clients are on track toward meeting their financial goals.
Dylan graduated from the University of Minnesota Duluth where he earned a Bachelor of Science degree in finance and financial planning. Outside of work, Dylan enjoys traveling, playing sports, and spending time with family and friends.< Back to Team