Dillon Cobb, CPA, CFP®
I’ve always been drawn to both the numbers and the people behind them.
You can see the education and credential milestones above. They reflect a foundation built on finance, accounting, and planning.
For nearly two decades, I’ve helped individuals and families navigate complex financial decisions with a focus on clarity, precision, and technical excellence.
It wasn’t until tragedy struck that I found the courage to launch my own firm—and to finally connect the head and the heart in planning.
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Simply Human Advisors
My approach was shaped by more than credentials. Losing my best friend, Mark, in a sudden car accident shook the foundation of my life. In the aftermath, I found the courage to launch Simply Human Advisors.
Founded in July 2022, Simply Human Advisors was built for clients who want both—the compassion of someone who understands that money decisions are never just about money, and the expertise to navigate taxes, investments, and estate strategies with precision.
My role is to stand at the intersection of head and heart, offering clarity, confidence, and partnership so clients can live fully—without fear of running out of money or missing what matters most.