CBG Financial Planning

Dylan Green

Our Services

Dylan Green: Investment Analyst

Dylan joined the CBG team in June 2020 as an Investment Analyst and Operations Specialist.

Dylan graduated from Franklin College with a B.A. degree in Finance and Marketing. He is currently working toward his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. His attention to detail brings a high level of efficiency to his work, and it supports his goal of timely and accurate responses to our clients’ needs.

Outside of his professional life, you can catch him spending time with his wife, Heather. He also is an avid sports fan and he enjoys rooting on his favorite teams including the Colts and Indiana Hoosiers.

Please feel free to reach out to us for any inquiries.