Dylan Miles

Dylan Miles

Business Marketing | UT-Dallas JSOM | Founder of BetOnYour$elf Clothing, LLC | Former Division 3 Basketball Player at Dallas Mavericks
WHAT I DO: I help business owners and pre-retirees in the trades with planning for retirement, investing, insurance, business succession planning, and tax savings strategies. WHO I WORK WITH: I work with small business owners and pre-retirees in various industries including: - Skilled Trades - Energy & Utilities - Construction & Design - Manufacturing - Healthcare - Supply Chain WHAT MAKES ME DIFFERENT: Having grown up with family and friends in the trades, I understand the unique challenges and opportunities that they face. Unlike other financial advisors who may not fully understand the in and outs of these industries, I take the time to educate my clients on their options and help them make informed decisions. I share the same values and hobbies as many of our clients in the trades and want to help them get the retirement they deserve. Also, we have no asset minimums and do not push products, meaning that we are committed to the best interests of our clients. We understand that financial planning can be complicated, but our team tries to make the process as simple as possible. As a local firm, we understand the lifestyles of people here in Wisconsin and can help our clients create financial plans that work for them and their families. Whether they are planning for retirement, looking to grow their business, or saving for that cabin up north, we are committed to providing expert guidance and top-notch customer service every step of the way. READY TO TALK? Connect with me here on LinkedIn, email me at [email protected], or call me direct at 920-680-9925 .Read More
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Current Workspace of Dylan Miles

Dallas Mavericks

present

OUR VALUES | Character, Respect, Authenticity, Fairness, Teamwork and Safety. #PerfectOurCrafts The Dallas Mavericks are a basketball franchise in the National Basketball Association. The team was founded in 1980 by Dallas businessman Donald Carter. The Mavericks won their first NBA Championship in 2011.

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Professional Background of Dylan Miles

- Guided clients towards personal growth and long-term success through strategic financial advice.

- Creating comprehensive project planning strategies to optimize organizational efficiency and minimize organizational risks.

- Optimized operational efficiency by implementing efficient processes and fostering a culture of collaboration.

- Developed strategic marketing campaigns that maximized brand exposure and drive revenue growth for the basketball team.

Work Experience of Dylan Miles

Dallas MavericksDallas Mavericks
Degeneffe FinancialDegeneffe Financial
Green Bay PackersGreen Bay Packers

Education Experience of Dylan Miles

University of Wisconsin-Green Bay

University of Wisconsin-Green Bay

Northeast Wisconsin Technical College

Northeast Wisconsin Technical College

Northern Michigan University

Northern Michigan University

Oconto Falls High School

Oconto Falls High School

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