Dylan Lampe, Associate Wealth Advisor, has quickly accelerated his career in the financial services world. A transplant to Naples, Florida in 2019, Dylan graduated from McKendree University in Lebanon, Illinois with a degree in finance. He has earned his CERTIFIED FINANCIAL PLANNER® professional designation and follows a high standard of care as he draws on his background and skills to help build, manage, and preserve his clients' wealth.
Prior to joining Clarity Wealth, Dylan worked as Private Client Banker for JPMorgan Chase where he gained valuable experience helping clients understand and navigate trusts, POA's, and estates. Dylan also gained valuable experience as an auditor with Alvarez & Marsal where he learned to value accuracy and the importance of looking at the entire situation before making decisions.
Today, at Clarity Wealth, he helps guide clients by developing personalized wealth plans and investment strategies. He focuses on helping individuals and families with pre- and post-retirement planning, college funding, and estate planning strategies.
Dylan enjoys spending time with his fiancé Kaitlyn and has a passion for automobiles, motorsports, and spending time outdoors.
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