Dylan earned his Business Economics degree from the University of Arizona in 2018. He has since acquired several industry licenses including the FINRA SIE, Series 7 and 66.
Dylan comes to us with experience as an Account Service Associate for Morgan Stanley and a Regional Sales Associate for Fisher Investments. Drawing from his previous roles, he constantly provides excellent service through his client-centric approach and will-do attitude. As the first point of contact and Client Specialist for The Hoffman Group he coordinates the day-to-day service experience for the team, acts as a liaison between clients and advisors, and plays a supporting role for the Hoffman Group’s operations.