Valeo Financial Advisors LLC
Dylan Brooks, CFP®, currently serves as a Financial Advisor at Valeo Financial Advisors LLC since January 2022. Prior experience includes a role as Trust Officer at Field & Main Bank from October 2019 to January 2022 and as a Financial Advisor and Financial Representative at Northwestern Mutual between October 2017 and October 2019. Dylan Brooks holds a Bachelor of Accounting and Finance from the University of Evansville, earned in 2018. At Northwestern Mutual, Dylan was involved in a comprehensive financial planning process designed to help clients achieve financial balance and address major life goals.
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Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.