SFM Start Date:
March 2025
Education:
B.S., Finance
Montana State University
Credentials:
Certified Financial Planner®
CFP Board
Work experience prior to joining SFM:
Dillon began his career working with financial advisors to develop retirement plans for their clients. Through this valuable experience, he realized his desire to become an advisor himself! He went on to join Fidelity Investments in Denver, where he advised high-net-worth clientele and provided a broad range of financial planning services to families and individuals.
Role at SFM:
Dillon collaborates with SFM clients to co-create comprehensive financial plans, allowing them to gain confidence in their future and focus on what means the most in their lives. As a firm-wide resource for wealth planning, he is constantly learning and fine-tuning his financial toolkit with the most up-to-date and advanced strategies available.
When not in the office:
Dillon finds joy in all aspects of Montana living and spends most of his free time snowboarding, hiking, camping, fishing, and golfing. He has family all over the state, so when he is not enjoying the outdoors, he is most likely traveling – attending every live music event he can find along the way.
