Get to Know Dylan: Your Trusted Relationship Manager at Green Financial Group

Lauren Smith |

Learn more about Dylan, the newest addition to Green Financial Group.

Today, we introduce you to Dylan, the newest team member at Green Financial Group. Dylan is a financial advisor and will be serving as our Relationship Manager, working closely with Jeff and Lauren. We sat down with Dylan to help you get to know him better and learn about his role at Green Financial Group.

As Relationship Manager, Dylan will be an essential point of contact for clients. He will ensure smooth money movements and address any financial concerns clients may have. Dylan's role is to provide comprehensive support and work closely with clients throughout their financial journey. He is a licensed professional fully equipped to assist clients with anything they need.

“We are thrilled to have Dylan as part of the Green Financial Group team.”

Hailing from New Braunfels, Texas, Dylan comes from a military family and settled there at the age of 11. Dylan is a big NBA fan, particularly when it comes to the Boston Celtics and has admitted he can get a little “emotionally involved” in games at times.  Even though most of our team are Houston Rockets fans, we told Dylan we’d let him turn on Celtics games on our big screen in the office from time to time!

We are thrilled to have Dylan as part of the Green Financial Group team. With his expertise, dedication and genuine passion for helping people, Dylan is ready to make a positive impact on the financial lives of our clients. If you have any questions or need assistance, don't hesitate to call or email us. We look forward to hearing from you!

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