Dylan Grubb
Client Service 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 fiancè Grace and their cat Orzo. Dylan and Grace are planning their wedding for November of 2024 while residing in Rocky River, Ohio.
What is your favorite type of vacation? A vacation where new memories and experiences can be made. Enjoying great food and spending quality time with Grace.
What is something unique about you? Dylan has been roller skating since he was 3 years old!