As an advisor at Pickup and Associates, Dylan is also committed to helping clients achieve their financial goals. The team specializes in helping clients make prudent, informed decisions regarding the complex financial issues they face. Whether it’s generating retirement income, managing an investment portfolio, or deciding how to fund a college education, Dylan understands the options available and helps clients implement the strategies that work best in their situation.
Dylan grew up on a farm in western Minnesota. He earned a degree in Business Finance from Bethel University in St. Paul. While attending Bethel, Dylan played basketball and spent a semester studying in Europe. Upon graduation, he entered the Financial Planning industry. He is grateful for his roots in the farming community and the experiences he has had over the years that help him relate to a wide range of people.
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
Burnsville MN 55337