Dylan Owens, CFP®

Senior Financial Planner

Dylan works closely with advisors and clients to develop comprehensive financial plans tailored to their goals. His expertise includes retirement planning, tax strategies, investment planning, cash flow analysis, and estate planning coordination for high-net-worth individuals and families.
Before joining EP Wealth, Dylan spent more than five years supporting high-net-worth individuals and families across financial planning and investment needs. His experience also includes collaborating with advisors, CPAs, and estate attorneys and serving as secretary of an investment committee. He earned a B.S. in Finance and an M.S. in Finance from Arizona State University’s W. P. Carey School of Business and is a CERTIFIED FINANCIAL PLANNER™ professional.
Drawn to financial services by its combination of analytical problem-solving and the opportunity to make a meaningful difference in clients’ lives, Dylan enjoys simplifying complex financial decisions and translating them into practical strategies. He aims to help clients move forward with greater clarity and confidence.
Outside of work, he enjoys traveling, working out, cooking, and watching sports, as well as spending time with friends, family, and his dog. As a dedicated Minnesota Vikings fan, football season is always a highlight.