Dylan Thomas, Generations Financial Planning

Dylan Thomas

Wealth Manager

Dylan is a graduate of Western Michigan University where he attained his Bachelor of Business Administration with a focus in finance. He joined Generations Financial Planning & Wealth Management in May, 2021 and currently holds FINRA Series 7 and 66 licensing, as well as Life, Health, and Variable products insurance licenses. A longer term goal of his is to achieve a CFP designation to further develop his professional skills. He has a strong desire to build lasting relationships and to help clients meet their financial and investment needs by creating a unique and strategic financial plan. Outside of the office, he enjoys spending time with friends and family, golfing, hunting, fishing, and camping.

RESERVE A CONFIDENTIAL DISCUSSION NOW

If you are serious about planning for your future, we want to meet with you. We ask that you provide us with some basic information so we can assess your needs and schedule a meeting. Please follow the link below to complete our survey.

Stay connected with me.