We are pleased to announce the hiring of Dylan Sabol to our growing family of professionals.
We continue to be so honored to serve a growing number of families with financial planning, investment using our Total Wealth or holistic approach. To support our growth and maintain an extra-mile service in our comprehensive services, we are always excited to welcome a new member to our team.
Dylan was hired as an Associate Financial Planner in July 2023. In his role, he will support the financial planning team with insurance analysis, tax projections, college and retirement analysis, as well as other updates to client’s financial plans. Dylan also supports clients with various administrative tasks and problem solving to make their lives a little easier. Prior to joining the firm, Dylan gained experience with another financial advisory firm as part of an internship program. He earned his Bachelors in Financial Planning from the University of Cincinnati.
Dylan was raised in a small town just south of Cleveland, OH where he was passionately involved in his school’s baseball and band programs. After frequently visiting the family he has in the Cincinnati area during his childhood summers, he fell in love with the city and the University of Cincinnati and decided to stay upon graduation. Outside of work, Dylan enjoys spending his time outdoors, frequenting his favorite breweries with family and friends, and cheering on his favorite Cleveland and Cincinnati sports teams.
As we grow to serve more families in search of our Fiduciary wealth planning guidance, it’s important that we keep our family-like culture and that’s why we’re excited to have Dylan join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.
Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at rob@twpteam.com.
