As an Advisor Associate, Dillon works closely with advisors to assist with the financial planning and investment management process, ensuring that each family’s plan is built around their unique goals and circumstances.

Before joining the team, Dillon worked as a financial services professional at New York Life, where he established foundational industry knowledge and earned the FINRA Series 6 and 63 licenses. He also holds a bachelor’s degree in Economics from Miami University.

Originally from Northfield, IL, Dillon now resides in Chicago and enjoys skiing and golfing in his free time.

Previous Experience

  • Financial Services Professional at New York Life

Education & Credentials

  • BA, Miami University, Economics, minor in General Business
  • Series 6 and 63 licenses