Dylan Mumm

Dylan specializes in tax and risk mitigation, life insurance analysis, annuity planning, and point-of-sale support—delivering strategic, client-facing solutions tailored to individual needs. His approach combines technical expertise with a highly personalized style, making him a trusted partner in both planning and execution.

Before joining CSI, Dylan focused on special needs planning and collaborated closely with financial advisors and attorneys. His background includes wealth positioning strategies, asset management, and advanced insurance-based solutions designed to help clients preserve, grow, and transfer their wealth effectively.

Dylan holds a degree in Economics from Colorado State University and maintains his life insurance license.

Dylan provides advisor and client support for advanced case design, including tax mitigation, retirement planning, and wealth management.