Dillan Egbert, CFP®, RICP® - Certified Financial Planner™ Professional
Building relationships with others and helping clients find creative solutions to their financial needs are some of the reasons Dillan feels like he has his dream job. In high school, Dillan won a National Award in Banking & Finance through the Business Professionals of America. This early success inspired him to pursue a bachelor’s degree in Finance at BYU-Idaho, where he graduated at the top of his class. Dillan holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations—credentials that represent the highest standards in financial planning and retirement income strategy. Together, they reflect his deep expertise in helping clients navigate complex financial decisions, preserve wealth, and build sustainable income throughout retirement.
Dillan’s entrepreneurial background, including the successful launch and sale of a clothing business, reflects his versatility and adds another dimension to his drive for excellence.
Born and raised in Southeast Idaho, Dillan cherishes his upbringing. After graduating high school, he served his church as a missionary in the Philippines for two years. Dillan met his wife, Brooklyn, and they have been happily married since 2021. Brooklyn, a Nampa native, quickly convinced Dillan of the exceptional beauty of the Treasure Valley, which they now proudly call home. Together, they enjoy watching Gonzaga Basketball, attending Boise State Football games, and strolling along the Boise Greenbelt with their dog, Poppy.