Dylan Aeikens specializes in helping clients make prudent, informed decisions regarding the complex financial issues they face. Whether it is generating retirement income, managing an investment portfolio, deciding how to fund a child’s college education, or some other issue, Dylan understands the options available and helps clients find the solution that works best in their situation.
Dylan grew up on a farm near Maynard in western Minnesota. He attended Bethel University in St. Paul, and upon graduating from Bethel in 2013, entered the Financial Planning industry. He is grateful for his roots in the farming community, and the skills he learned growing up in a small town have helped him to relate well to a wide range of people.
When not working, Dylan enjoys golf, time at the cabin, and any time he can spend with his wife Charise and their children.
Services & Client Experience
- Comprehensive personal financial planning
- Portfolio analysis and asset allocation
- Investment management
- Tax planning
- Estate planning
- Insurance needs analysis
- Ongoing progress reporting
- Partnering with other professionals (accountant and estate planning attorney) to provide expertise and service in each area