This summer, Bautis Financial welcomed Dylan Kramer to the team as a Paraplanner. Working alongside our advisors, Kramer is responsible for client communication, developing financial plans, staying in-the-know on the ever-changing financial landscape and identifying opportunities for growth and improvement at the firm.
Kramer is a Class of 2024 graduate from Virginia Polytechnic Institute and State University, where he received a Bachelor of Science in Business through the CFP® Certification Education option. While attending, Kramer was involved in the Financial Planning Association.
With added work experience as a wealth management intern at Wealthspire Advisors in New York City, and a data specialist at IMS Transport Solutions, Kramer has honed in on his skillset and built hands-on experience in the financial industry, as well as in logistics. In addition, Dylan holds certifications in e-Money and Holistiplan, two platforms our advisors use on a day-to-day basis.
“I am incredibly thankful to join such an experienced team and I am eager to contribute my passion for helping clients achieve their financial goals. I look forward to growing with the team and making a positive impact on our clients’ financial futures.”
Dylan Kramer
Please join us in welcoming Dylan to the team! All contact can be made to dylan@bautisfinancial.com.