Dylan Sabol

Dylan serves as an Associate Financial Planner for the firm. He supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in July 2023. Dylan also supports clients with various administrative tasks and problem solving to make client lives a little easier.

Prior to joining the firm, Dylan worked for another local wealth management firm where he gained an impressive set of experiences working in financial planning software, inputting client data, creating recommendations for client’s plans, and monitoring client accounts. Dylan’s credentials include:

• Bachelor of Business Administration, Financial Planning & Operations Management, 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. Dylan and his wife live in Norwood where they enjoy spending time outdoors, frequenting breweries with friends and family, and cheering on their favorite Cleveland and Cincinnati sports teams