A Team That Puts You First

Dillon’s passion for financial planning stems from his family’s deep-rooted history in the industry. With his grandfather having been a long-standing professional in financial services and an uncle currently working as an advisor, Dillon grew up immersed in the principles of financial stewardship and client-centered service. Inspired by these influences, Dillon knew from an early age that his calling was to guide people toward financial success.

At the heart of Dillon’s approach is his ability to understand what truly matters to his clients. Known for his strong investment knowledge and personalized planning strategies, he is committed to simplifying complex financial concepts and helping clients plan for a secure future. Dillon takes pride in watching his clients’ goals come to fruition, describing their success as the most fulfilling aspect of his work.

When discussing retirement planning, Dillon emphasizes the importance of early preparation and a holistic view of financial health, noting that a successful retirement involves much more than simply accumulating wealth. His advice centers on thoughtful planning and adaptability to ensure long-term peace of mind.

A 2021 graduate of Albion College with a degree in finance, Dillon has supplemented his academic achievements with professional certifications and licenses. He holds life, health and annuity insurance licenses and has passed the Series 7 and 66 securities exams. Additionally, as a Certified Plan Fiduciary Advisor^®, Dillon demonstrates his commitment to upholding the highest standards of service and expertise when advising his clients.

Since joining the firm in 2015, Elizabeth has been at the forefront of marketing innovation, crafting campaigns that are as imaginative as they are effective and blending strategic thinking with vibrant creativity to drive results. Her ability to think outside the box, coupled with a knack for problem-solving, has made her an integral force in shaping the company’s branding and communication strategies.

Elizabeth’s approach to her role is marked by her deep satisfaction in turning creativity into results. Whether she’s designing a groundbreaking campaign or collaborating on new ideas, she takes pride in the variety her job offers and thrives on the constant opportunity to learn and innovate. Her contributions extend beyond the workplace as well — Elizabeth is passionate about the charitable initiatives Insignia Financial Company supports, finding fulfillment in giving back to the community and fostering meaningful connections.

Elizabeth’s professional foundation is rooted in her strong academic background. A graduate of Oakland University with a Bachelor of Arts in communication, she further enhanced her expertise through specialized training in graphic design at Specs Howard School of Media Arts. This combination of formal education and technical skill has allowed Elizabeth to take a multifaceted approach to marketing, seamlessly weaving storytelling with data-driven analysis.

Garrett’s passion for the financial industry stems from his father’s lessons on investing and planning. Those early insights led him to explore a career where he could help others achieve financial security and success. Now, as part of the Insignia Financial team, he finds the greatest satisfaction in making a meaningful difference in people’s lives.

Currently pursuing a Bachelor of Arts in finance with a minor in financial planning and wealth management at Michigan State University, Garrett is on track to graduate in the spring of 2026 from the prestigious Broad College of Business.