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Dylan J. Stewart,
CFP®, CPA

Associate Wealth Advisor

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Team member since 2021

As one of our Associate Wealth Advisors, Dylan Stewart, CFP®, CPA, is responsible for helping maintain Kaydan Wealth’s client relationships and handling client-related requests and account service inquiries. Dylan is also a member of Kaydan Wealth Management’s Investment Policy Committee and also supports Senior Wealth Advisors with designing and maintaining client financial plans.

“I love helping clients feel safe and secure by helping them achieve their financial goals and dreams.”

Get to know Dylan

Do you have a motto that you live by? If so, what is it?

The Platinum Rule: Treat others the way THEY want to be treated.

What’s your favorite book and why? 

The Slight Edge by Jeff Olsen.  It teaches the value of compounding efforts over time to change a person’s life.

What is a fun fact about you?

I am a landowner in Scotland and therefore a titled Lord.

What’s your hidden talent?

I can solve the Rubik’s Cube.

What’s your favorite quote?

“Be the change you wish to see in the world.”  – Gandhi

 

 

Dylan Stewart, CFP®, CPA Form ADV Part 2B

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