Dylan Barkley
Director, Wealth Management
Dylan is a dedicated wealth management professional with over a decade of experience helping individuals navigate life's financial transitions. He understands that every client's financial situation is unique3 and works closely with them to develop personalized financial roadmaps that prioritize cost-effective solutions and long-term stability. As a Certified Financial Planner™ and Registered Investment Advisor Representative in Illinois, Dylan assists clients with saving for college and retirement, managing the financial impact of a business sale or divorce, receiving and structuring an inheritance, and creating a lasting legacy.
As a wealth advisor, Dylan takes pride in his ability to build lasting relationships based on trust, attention to detail, and a commitment to lifelong learning. He believes that a well-structured financial plan brings clarity and confidence to his clients, and he works diligently to explore every available option to support their decision-making process. His expertise spans financial planning, wealth management, financial analysis, and portfolio management, ensuring that each client receives a tailored approach that aligns with their goals.
Before joining Choreo, Dylan was a Supervisor at RSM US LLP, where he gained valuable experience in financial planning and investment management. Now, as a Director of Wealth Management, he continues to provide strategic guidance, leveraging his analytical skills and deep industry knowledge to deliver comprehensive financial solutions.
Outside of work, Dylan enjoys spending time with his wife and two children. In the summer, you'll often find them boating on the Rock River or exploring Wisconsin's many lakes. A passionate sports fan, Dylan is a diehard Iowa Hawkeyes supporter and never misses a chance to cheer on his team.
PROFESSIONAL AFFILIATIONS AND CREDENTIALS
- CFP®
- Board Member, Rockford Center for Sight & Hearing
EDUCATION
- CFP® Certification Professional Education Program, College for Financial Planning
- Bachelor of Business Administration, Finance, The University of Iowa
