Dylan is a partner in our practice and a financial advisor dedicated to helping people prepare and plan for a comfortable retirement. Dylan was interested in finance at an early age when he started reading and discussing the business section of the Sacramento Bee with his grandfather every day.
The comprehensive wealth management advice and guidance Dylan provides includes financial and retirement planning, cash flow and liquidity analysis, and portfolio management. He is also a voting member of our investment committee and contributes to the review, management, and decision-making process of our portfolios.
Dylan is an Accredited Asset Management SpecialistSM, a Chartered Retirement Plans Specialist® and is currently working to earn the Certified Financial Planner™ professional designation. He holds Series 7 and 66 securities licenses and California insurance licenses (#0K60401).
Before joining Owens Estate & Wealth Strategies Group in 2016, Dylan was a financial advisor at Edward Jones. He has a Bachelor of Science degree in business administration from Saint Mary’s College of California.
Dylan is originally from Loomis, California, and now lives in Granite Bay, California, with his fiancée, Asma, and their black lab, Loki. In his free time, Dylan enjoys playing golf, boating, skiing, and traveling.