Dylan Cole, CFP® WMCP® ChFC® RICP® CEPA®

Supporter
DISC Type : s

Partner | Private Wealth Advisor at Blueprint Financial Group

Louisville, Kentucky, United States

Overview

Dylan Cole is a Partner and Private Wealth Advisor at Blueprint Financial Group, specializing in tax-efficient strategies for tech professionals and business owners. A University of Kentucky alumnus, he was recently recognized by Forbes as a Best-in-State Top Financial Security Professional for 2025. Colleagues and clients often describe him as diligent, approachable, and highly motivated.

Outside of his professional role, Dylan is actively engaged in the Louisville community. He has served as a guest speaker for the University of Louisvilles College of Business and is a supporter of local organizations like Volunteers of America Mid-States. His personal interests include the University of Kentucky.

Unique fact: Dylan was named one of the top financial security professionals in Kentucky by Forbes for 2025.

Personality Overview

Risk-averse

Social Proof Driven

Calm

They prefer to follow rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. Their motivation stems from the impact that their decisions can have on the organization.


Topics They Care About

Tax Mitigation
This is a core focus of his practice, and he recently hosted a webinar on tax optimization specifically for tech leaders.
Equity Compensation
He has a strong understanding of RSUs and stock options, a key part of his work with professionals in the tech industry.
Retirement Planning
He develops comprehensive retirement plans and has recently presented webinars on the topic for specific groups like UPS employees.

Media Appearances

Dylan has no verified media appearances

Work History

7-2025
Partner | Private Wealth Advisor at Blueprint Financial Group
5-2016
CERTIFIED FINANCIAL PLANNER™ Professional | Financial Advisor at Northwestern Mutual

Education

CERTIFIED FINANCIAL PLANNER® from Certified Financial Planner (CFP®) Board
Education details unavailable from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 9 Location : Louisville, Kentucky, United States Job Level : N/A Designation : Partner | Private Wealth Advisor at Blueprint Financial Group
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Insights For Selling To Dylan

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Show willingness to accommodating their needs or requests
  • Pause and ask them if they have any questions

DONT's

  • Don’t rush them to make quick decisions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dylan is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Dylan

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Dylan move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Dylan take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Dylan

Personality Compatibility


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