Dillon is dedicated to understanding and appreciating each client's situation before making recommendations.
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: Dillon sees his role as the financial quarterback for his clients conducting comprehensive financial planning with due consideration to tax and estate concerns*. He believes in helping clients define achievable goals, understand their financial choices, and implement strategies that are in their best interest.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Economics, Shippensburg University
Previous Work Highlights: He began his career with nine years at Goldman Sachs where he was a Financial Advisor.
Personal Facts: In his spare time, you can find him running, fishing, reading, or traveling with his wife and two sons.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
