About Dynamic

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Our Difference

Approach

We’ve built Dynamic as a professional services provider of excellence, supporting your needs through a customized approach.

Advisors who onboard with Dynamic work with us to select the services they need, and enjoy 100% ownership of their client relationships and their practices.

You decide whether to use our firm name or a DBA, whether to use our RIA or form your own RIA with our support and guidance. The choice is yours.

Knowledge

Our team possesses vast industry knowledge and deep practice know-how—at any stage.

Have a challenge? Advisors that work with our knowledgeable team members report a high level of satisfaction and issues resolved.

Strengthen the brain trust of your practice with Dynamic’s experienced professionals across portfolio management, compliance, business development, practice coaching and more specialty areas.

Execution

We do the work and handle the details, so nothing gets in the way of your productivity.

Advisors that use our services enjoy simplicity in their practices, allowing them to focus on exceptional client service and strategic growth.

Allow Dynamic to alleviate staffing, handle the management of technology, collaborate with our fully integrated fintech partners, work with custodians to resolve account problems and trading issues, and more.

Our team is your team

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Melanie Ahlers

Manager, Onboarding Team

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Michael Bryant

HR Business Partner

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Jim Cannon

Founder & Chief Executive Officer

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Jason Cole

Client Service Associates, Concierge Team

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Rusty Conway

Associate, IT Support Team

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John Davis

Portfolio Trader, Portfolio Services Team

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Jennifer DeGroat

Manager, Advisor Support Team

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Eric Draughon

Director, Advisor Support Team

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Amy Eagan

Billing & Reporting Specialist

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Tanya Escobedo

Director, Onboarding Team

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Kostya Etus, CFA®

Head of Strategy, Investment Management Team

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Lucas Felbel

Market Economist / Manager, Portfolio Service Team

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Fran Gillis

Managing Director, Retirement Plan Services

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Larry Horning

Client Service Associate, Concierge Team

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Heather Jackson

Senior Client Service Associate, Concierge Team

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Whitney Johnson, CEP®

Associate, Business & Practice Development Team

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Cherie Jolly

Chief Compliance Officer

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Cameron Juhnke

Portfolio Trader, Portfolio Services Team

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Steven Kulesza, CFP®

Chief Business Development Officer

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Matthew Mora

Associate, IT Support Team

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Craig Morningstar

Chief Operating Officer

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Anh Nguyen

Senior Trade Support Associate, Portfolio Services Team

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Erin Oldham

Associate, Advisor Support Team

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Justin Patrick

Chief Technology Officer

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Shariss Tritschler

Team Lead, Advisor Support Team

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Mathew Weiss

Associate, Business Development Team

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Mamie Winkelman-Pearson

Compliance Manager

Independent Professionals

Consultants

Urban Adams

Business Development Consultant

Consultants

Dan Solin

Strategic Advisor, Development & Marketing