Dylan Grubb

Planning Associate

Dylan graduated from The University of Akron with a degree in financial planning. He is passionate about ethical financial planning and helping clients achieve their goals for their unique circumstances. Dylan is a candidate for CFP® certification, having passed his exam during the fall of 2022 and will be certified at the end of 2025. His long-term career goal is to build financial plans in a paraplanner capacity and assist lead financial planners in serving clients.

When Dylan is not working, he likes to roller skate and play video games. He also enjoys spending time and creating new memories with his wife Grace and their cat Orzo. Dylan and Grace reside in Rocky River, Ohio.