Dylan McCormick, CFP®
Senior Financial Planning and Investment Assistant
After graduating from Virginia Tech, Dylan gained four years of valuable experience in private wealth management in Tysons Corner, Virginia, where he honed the essential skills required to attain his CFP designation. Now, he is excited to bring his experience back to the Coastal Virginia community, dedicated to assisting with personalized financial planning strategies.
Dylan values integrity, authenticity and humility that is why his approach to working with clients is grounded in a deep commitment to their financial well-being, ensuring every decision is made with care and precision. While he takes their financial future seriously, he also believes that building strong relationships and enjoying the process together is just as important.
During his free time, Dylan trains mixed martial arts and spends time outdoors with his Black Labrador Retriever, Rosie. He also enjoys spending time with family and helping on their family’s hobby farm.
Education, Certifications & Credentials
- Virginia Tech; Bachelor of Science in Finance, with a concentration in Financial Planning
- CFP designation
- Virginia Insurance License, Life, Health and Annuities