Investment & Planning

Hailing from Alta Loma, Calif., Dylan earned a Bachelor of Arts degree in economics from Occidental College, where she also minored in Chinese studies and studio art and competed on Occidental’s soccer and track and field teams. Dylan joined Westmount following an internship with LPL Financial.

As a member of Westmount’s Associate Team, Dylan works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. In this role, she also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.

In her free time, Dylan enjoys putting her studio art studies to good use by painting and creating artwork for friends and family. She also loves traveling to new places, going to the beach, scoping out new and exciting places to eat around town, and spending time with her friends.