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Dylan Lang, MBA

Dylan Lang, MBA

Client Account Associate

“People work hard their entire life. I want to make sure their money is working as hard as they are,” says Client Account Associate, Dylan Lang. “When someone experiences a transitional event, getting married, starting a family, buys or sells a business, the financial picture is ever changing, and I want to be their financial advocate. I enjoy making a difference in the lives of my clients and helping them understand their options,” says Dylan. “Being a financial professional means that I get to meet people from all walks of life which is incredible because I learn just as much from my clients as they do from me,” says Dylan.

Dylan is a licensed Financial Professional with a bachelor’s degree in Finance. Licenses held include series 7, 66, and life, health, and variable contracts. Dylan is passionate about becoming a Certified Financial Planner and Certified Financial Fiduciary and is a testament to his desire to bring real value to his clientele. Mr. Lang recently completed a rigorous course load and was awarded a master’s degree in Business Administration from the Franke College of Business at Northern Arizona University which he completed with honors.