Dillow Wealth Management Announces Key Team Promotion and Strategic Growth Hires
- Tim Dillow
- Jun 18
- 2 min read
Chicago financial services firm growing
Dillow Wealth Management is pleased to announce three key developments designed to strengthen the firm’s operational foundation, enhance the client experience, and support long-term growth. These changes reflect the firm’s continued commitment to delivering highly personalized, process-driven guidance to the families it serves.
Effective immediately, Ian Dillow has been promoted to Wealth Advisor Associate. In his expanded role, Ian will take on greater responsibility in financial planning, client service, and investment implementation, while continuing to support customized strategies aligned with each client’s goals. He is currently completing his Certified Financial Planner (CFP) coursework and plans to sit for the exam early next year, further reinforcing the firm’s focus on technical expertise and fiduciary advice.
Dillow Wealth Management is also pleased to welcome Monte Dillow as Director, Growth & Operations. Monte brings deep commercial and operational leadership experience from global healthcare and medical technology organizations, where he has led high-performing teams and driven growth in complex, highly regulated markets. In his new role, he will oversee day-to-day business operations, lead strategic growth initiatives, and spearhead process and technology improvements that enhance consistency, efficiency, and scalability across the firm. Monte will also help evaluate and implement new service offerings and manage key vendor and platform relationships.
In addition, Patrick Dillow has joined the firm as a Financial Services Associate. Patrick supports core client service, reporting, and account management functions while assisting with the development and refinement of internal processes. He will play a key role in standardizing client onboarding and documentation, as well as supporting technology and workflow solutions that help the firm scale while maintaining high-touch service.
“As we continue to grow, strengthening our internal infrastructure is essential to preserving the high-touch, personalized experience our clients expect,” said Tim Dillow, CFP®, Founder and President of Dillow Wealth Management. “Ian’s promotion, coupled with Monte and Patrick’s additions, positions us to serve families even more effectively—today and for generations to come.”
Clients and partners are invited to learn more about the team and explore the firm’s updated website at www.dillowwealth.com/about.
Disclosures: Dillow Wealth Management (“DWM”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where DWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.dillowwealth.com
