Investment & Planning

Dylan Wensley

Dylan Wensley

Senior associate

Hailing from Alta Loma, Calif., Dylan earned a Bachelor of Arts degree in economics (with minors in Chinese studies and studio art) from Occidental College. She also competed on Occidental’s soccer and track and field teams. Dylan launched her financial career at LPL Financial, where she cultivated her passion for the capital markets.

As a senior associate at Westmount, Dylan supports her clients in a number of ways, including trading, financial planning, portfolio management, financial planning, client service, and investment analysis. She also works closely with Westmount’s advisors to help clients reach their unique financial objectives.

On the weekends, you can find her playing beach volleyball with her friends, kayaking along the California coast, watching movies, or exploring new coffee shops and restaurants around LA.