Grant Seitz

The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.

F. Covey is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquidity management, managing new wealth, and portfolio management services, providing strategic guidance to clients as part of the firm's enhanced advisory platform. Covey began his career in private wealth management in 1999 at Lehman Brothers alongside his current business partners. He subsequently worked with UBS Private Wealth Management starting in 2007 before joining Merrill. Prior to his wealth management career, he was employed at Ernst & Young in their Tax and Audit Group as a Certified Public Accountant and later worked with Diversified Financial Management Corp., supporting accounting and tax compliance for entities owned by the Pritzker Family Business Interests. Covey leads the team’s “Virtual Family Office,” focusing on asset allocation and manager due diligence. He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University. Covey is involved in several civic and charitable organizations, including serving as past president of the Union League Club of Chicago, trustee of the Union League Club's Boys and Girls Clubs, and director roles on the boards of John Carroll University and the Western Golf Association/Evans Scholars Foundation. His personal interests include golfing, hunting, and traveling.

Robert Bailey is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual client goals and aspirations. With nine years of experience in financial markets, his expertise spans global macroeconomic analysis and bottom-up individual security selection, covering a broad range of investment vehicles including mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on areas such as retirement planning, portfolio management, family wealth strategies, and business financial health. Raised in Burlington and currently residing in Genoa City, Wisconsin, Robert earned a Bachelor of Arts degree in Economics from the University of Wisconsin System in 2010. His professional background includes roles at Nestle, Vanguard, and Northwestern Mutual before becoming a financial advisor. He holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert is actively involved in his community, serving as Vice President of the Genoa City Lions Club and participating in various service projects. In his personal time, he enjoys outdoor activities such as golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog.