Dylan Thomas
Managing Partner & Family Wealth Advisor
CFP®
FINRA Series 7
FINRA Series 66
About Dylan
Dylan is a graduate of Western Michigan University where he attained his Bachelor’s degree in finance. He joined Generations Financial Planning & Wealth Management in 2021 and currently holds FINRA Series 7 and 66 security licenses, and is licensed in Life/Health insurance. Dylan has a strong desire to build lasting relationships, and to help clients meet their financial goals by creating a unique and strategic financial plan. To help better serve our clients, Dylan also holds the CERTIFIED FINANCIAL PLANNER® designation.
Outside of the office, Dylan enjoys spending time with friends and family and staying involved in the community. He volunteers as an Ambassador for the Jackson County Chamber of Commerce where he helps encourage small business participation in the community through local chamber events. He is also the Vice President of the Jackson Area Estate Planning Council where he helps organize professional speakers on relevant estate planning topics to help expand the knowledge of Jackson’s professionals.
Life Outside the Office
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