Senior Private Wealth Manager
Dylan Janzen, CFP®
Dylan grew up on a small family farm in central Nebraska, where he developed the values of hard work, integrity, and service that continue to guide his practice today. After graduating from Tabor College in Hillsboro, Kansas, he moved to Lincoln, Nebraska, and spent several years in corporate management before transitioning to the financial services industry in 2015.
Beginning his career with a focus on Medicare, retirement, and income planning, Dylan has since expanded his expertise to provide comprehensive financial guidance. As a CFP® professional, he helps individuals and families navigate financial planning, tax strategies, investment management, insurance planning, and estate planning.
Over the years, Dylan's practice has continued to evolve, expanding beyond individual planning to serve business owners and organizations with employee benefits, retirement plans, and strategic financial solutions.
Dylan's CFP® designation reflects his commitment to lifelong learning, acting in his clients' best interests, and providing thoughtful guidance to help them achieve their financial goals.
Outside of work, Dylan enjoys staying active through hiking, camping, and CrossFit. His faith plays a central role in his life, and he values being actively involved in his church and local community.
Dylan lives in Omaha, Nebraska, with his wife, McKenzie, and their daughter. He is passionate about helping individuals, families, and business owners gain clarity and confidence in their financial lives, allowing them to focus on what matters most; the people they love, the businesses they build, and the future they envision.
What Dylan Specializes In: Financial Planning
Over the past 12 years, Dylan has developed specialized expertise in helping clients navigate some of life's most important financial milestones. He particularly enjoys working with young families to create personalized financial plans and serving as a trusted advisor as their needs evolve over time.
Dylan is also passionate about helping pre-retirees prepare for the next chapter of life through thoughtful retirement, tax, and income planning. By developing strategies tailored to each client's goals, he helps them transition into retirement with confidence and pursue the lifestyle they've worked so hard to achieve.
Who Dylan Typically Works With
Dylan's ideal clients are individuals, families, and business owners who value a long-term relationship with a trusted advisor. Many are hardworking professionals, entrepreneurs, and families who have accumulated assets, are making important financial decisions, and want a coordinated strategy that aligns their investments, taxes, insurance, retirement goals, and estate planning.
He has a particular passion for helping young families establish a strong financial foundation and guiding them through each stage of life as their careers, families, and goals evolve. Dylan also works extensively with pre-retirees and retirees who want to make the transition into retirement with confidence. Through thoughtful planning and proactive tax and income strategies, he helps clients create a roadmap designed to preserve their wealth and support the retirement lifestyle they have worked hard to achieve.
In addition to serving individuals and families, Dylan partners with business owners seeking strategic guidance for both their personal and business finances. Whether helping implement employee benefits, retirement plans, succession strategies, or comprehensive financial planning, his goal is to simplify complexity and help clients make informed decisions with confidence.