I’m Dylan, a CERTIFIED FINANCIAL PLANNER® professional and the founder of Dylan Lund Financial, LLC, which I launched in 2025. I work with families and young professionals who want thoughtful, ongoing financial guidance that fits their real lives.

I began my career in the financial industry in 2016, gaining hands-on experience and continuing my education along the way. Over time, I saw how often people felt uncertain about their finances, not because they weren’t capable, but because no one had ever helped them connect the dots. That realization shaped the way I approach financial planning today.

My interest in money started early. Even as a kid, I was drawn to saving and planning ahead, and I learned that being intentional with money creates more choices and flexibility. That early perspective still guides my work, helping clients use their finances as a tool to support what matters most to them.

I believe financial planning should feel clear, honest, and supportive, not overwhelming or sales-driven. My focus is on building long-term relationships and providing guidance that evolves as life changes.

My goal is simple: to help you feel confident in your financial decisions today and well prepared for what’s ahead.