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Our

Financial Advisors

Dylan Schalmo

Financial Advisor

IRS Enrolled Agent

Dylan Schalmo joined the Cooper, Adel, Vu Financial team in 2018 as a Financial Services Representative, supporting our team of Financial Advisors and 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 registrations as well as licenses for Life, Accident & Health Insurance. In addition, Dylan has passed Level 1 of the Chartered Financial Analyst Program. Dylan has also qualified as an IRS Enrolled Agent and has thereby demonstrated special competence in tax preparation and representation matters; in this capacity, he is authorized to represent taxpayers before any IRS office.

Dylan is passionate about providing sound financial and tax planning that will help accomplish his clients’ goals. Dylan believes that “Ultimately, our goal is for our clients to achieve financial confidence and enjoy their retirement without 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 NFL fan who loves canoeing.

 


Dylan Schalmo is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Dylan Schalmo 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.

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