Jul 2022 - Present
AeroLeads people directory · profile
Dillon Cobb, Cpa, Cfp® Email & Phone Number
Financial planning through major life transitions: divorce, loss of a loved one, & retirement
at
Simply Human Advisors
1 work email found
@attglobal.net
4 phones found area 325
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial planning through major life transitions: divorce, loss of a loved one, & retirement
Location
Tuscola, Texas, United States
Who is Dillon Cobb, Cpa, Cfp®? Overview
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Quick answer
Dillon Cobb, Cpa, Cfp® is listed as Financial planning through major life transitions: divorce, loss of a loved one, & retirement at Simply Human Advisors, based in Tuscola, Texas, United States. AeroLeads shows a work email signal at attglobal.net, phone signal with area code 325, and a matched LinkedIn profile for Dillon Cobb, Cpa, Cfp®.
Dillon Cobb, Cpa, Cfp® previously worked as President at Simply Human Advisors and Vice President and Trust Officer at First Financial Trust & Asset Management Company. Dillon Cobb, Cpa, Cfp® holds M.S., Accounting from Abilene Christian University.
Company email context
Email format at Simply Human Advisors
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*@attglobal.net
68% confidence
AeroLeads found 1 current-domain work email signal for Dillon Cobb, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dillon Cobb, Cpa, Cfp®
I have been trained as a CPA and Certified Financial Planner, but life has molded me into a financial advisor for those navigating major life changes: divorce, loss of a loved one, or retirement.My objective is to simplify. We talk more about life than money. Most of the boring, technical stuff is done for you so you can focus on the important moments in life.
Listed skills include Investments, Retirement Planning, Personal Financial Planning, Wealth Management, and 2 others.
Current workplace
Dillon Cobb, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Dillon Cobb, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President And Trust Officer
First Financial Trust & Asset Management Company
Trust and Estate Management are still a big part of what we do. However, personalized wealth management and tailored investment portfolios are a rapidly growing segment of our company, to go along with real estate and property management, oil and gas management, and company retirement plans.
Sep 2018 - May 2022
Independent Financial Advisor
Carter Asset Management, Inc.
Carter Asset Management, Inc. (CAM) is an independent "fee-only" personal financial planning and investment management firm. We offer personal financial planning services that include estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management. Our firm is co-located with the.
Oct 2009 - Aug 2018
Commercial Relationship Manager
Sep 2007 - Sep 2009
Staff Auditor
Condley & Company, Llp
Nov 2006 - Sep 2007
Commercial Loan Officer
Texas Heritage Bank
May 2005 - Nov 2006
2 education records
Dillon Cobb, Cpa, Cfp® education
M.S., Accounting
B.B.A., Accounting And Finance
FAQ
Frequently asked questions about Dillon Cobb, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dillon Cobb, Cpa, Cfp® work for?
Dillon Cobb, Cpa, Cfp® works for Simply Human Advisors.
What is Dillon Cobb, Cpa, Cfp®'s role at Simply Human Advisors?
Dillon Cobb, Cpa, Cfp® is listed as Financial planning through major life transitions: divorce, loss of a loved one, & retirement at Simply Human Advisors.
What is Dillon Cobb, Cpa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @attglobal.net for Dillon Cobb, Cpa, Cfp® at Simply Human Advisors.
What is Dillon Cobb, Cpa, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 325 for Dillon Cobb, Cpa, Cfp® at Simply Human Advisors.
Where is Dillon Cobb, Cpa, Cfp® based?
Dillon Cobb, Cpa, Cfp® is based in Tuscola, Texas, United States while working with Simply Human Advisors.
What companies has Dillon Cobb, Cpa, Cfp® worked for?
Dillon Cobb, Cpa, Cfp® has worked for Simply Human Advisors, First Financial Trust & Asset Management Company, Carter Asset Management, Inc., Citibank Texas, N.A., and Condley & Company, Llp.
How can I contact Dillon Cobb, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Dillon Cobb, Cpa, Cfp® at Simply Human Advisors, including work email, phone, and LinkedIn data when available.
What schools did Dillon Cobb, Cpa, Cfp® attend?
Dillon Cobb, Cpa, Cfp® holds M.S., Accounting from Abilene Christian University.
What skills is Dillon Cobb, Cpa, Cfp® known for?
Dillon Cobb, Cpa, Cfp® is listed with skills including Investments, Retirement Planning, Personal Financial Planning, Wealth Management, Portfolio Management, and Income Tax.
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