Sentinel Group's offices will be closed in observance of the Christmas holiday beginning on Wednesday, December 24th through Friday, December 26th. Please note that the stock market will be open until 1:00 PM ET on December 24th and normal hours on December 26th. Any transfers and exchanges will be processed as usual on those days. We appreciate your understanding and wish you happy holidays!
Dylan brings experience from his previous role as a financial advisor, where he developed a keen understanding of client engagement and support. He is committed to providing a smooth onboarding process for new clients, ensuring they feel welcomed and informed from the start.
In addition to onboarding, Dylan is responsible for running reports that provide insights for both advisors and their clients. He also assists advisors with their operational needs, helping to streamline processes and enhance overall efficiency within the advisory team.
Fun fact about Dylan: He loves exploring new restaurants and trying different foods wherever he travels!
Medford, MA
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