DYLAN is an LPL Registered Administrative Associate at Anton Financial and joined the team in 2020. He is proactive as it relates to all aspects of our comprehensive Onboarding Process for new clients and the ongoing coordination of our Participant Consulting & Advice Program (PCAP). Dylan is also very detailed with the review meeting preparation process and ensures our Advisors have everything they require to be fully prepared to meet with our clients.
Dylan is genuinely driven by our Anton Financial mantra of ‘simplifying retirement’ for our clients. He takes exceptional pride in knowing that most of our clients are public service employees, such as police officers and firefighters, who are truly making a difference in our community. This in turn, makes what he does fulfilling and rewarding.
Dylan is a licensed Life, Accident & Health Agent in Hawaii (#7098581). He also holds the following securities registrations with LPL Financial: Series 6 Investment Company and Variable Contracts Products Representative and Series 63 (Uniform Securities Agent State Law). He was previously at Northwestern Mutual Hawaii.
Dylan loves and appreciates living in Hawaii and everything it has to offer. He is an avid surfer with a great group of friends that make his life fun and adventurous – when he isn’t working of course! He makes a point of regularly participating in the beach cleanups to help keep our island looking beautiful.