Dylan Schalmo joined the Cooper, Adel, Vu Financial team in 2018 as a Financial Services Representative, supporting our team of Financial Advisors and their clients. With a strong background in accounting and finance, Dylan was promoted to the position of Financial Advisor after successfully completing the Series 7 and 66 Securities licenses as well as licenses for Life, Accident & Health Insurance.
Dylan is passionate about providing sound financial and tax planning that will accomplish his clients’ goals. Dylan believes that “Ultimately, our goal is for our clients to achieve financial independence and enjoy their retirement with out having to worry about finances.”
Dylan grew up in Loudonville, Ohio. He worked in finance and general accounting after graduating from Otterbein University. He is a Cleveland Browns fan who loves canoeing.
Dylan Shalmo is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Dylan is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.