Dylan
Relationship Manager, Wealth Advisor
After ten years’ experience as a financial advisor at a global financial investment management and insurance company, he launched Make Way to provide a more comprehensive wealth management experience. Dylan focuses on an integrated approach and helps our clients achieve clarity and confidence in all areas of their financial lives, while also serving as a central point of contact with other members of our financial planning team.
Travis
Operations Specialist
Travis focuses on integration and maintenance of our various financial planning programs to deliver you a comprehensive wealth management portal that allows you to track your investments on-demand, view reports, and build out your financial plan. With an accounting degree from the University of South Dakota and a background in auditing, Travis’ unique skillset keeps all the back-office details of Make Way Wealth operating smoothly, allowing you to plan with confidence.
Karla
Client Support Specialist
Karla focuses on client correspondence, paperwork processing, and appointment scheduling. Her 25+ years of management and communication experience keep our team and our clients on the same page, moving forward with confidence.