Investing in the Future

| June 13, 2025

From time to time, we hire a promising young college student as a summer intern. This year we have Dylan Alexander Kolnick working with us. Dylan is about to enter his senior year in pursuit of a Bachelor of Finance in Business degree at the University of Tennessee at Knoxville. Dylan is a member of the university's finance book club and the Financial Management Association.

While he is learning the wealth management business with us, Dylan will also be answering the phone and scheduling appointments. One of the projects we have him working on is the implementation of the new IRS rules governing inherited IRAs. So, do not be surprised to receive a call from Dylan asking to schedule an appointment with either myself or Anthony.

Please join us in welcoming Dylan to our team this summer.