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Dynamic has experienced steady growth over the years, working with advisory firms of all types and sizes. We've found the optimal partnership is with advisors who have reached a plateau of success and want to grow their practice, but they are trapped by scalability.
Today, Dynamic supports approximately 75 successful advisory practices—both IARs and RIAs—across the U.S., serving more than 3,600 investor clients.
Lead, On-boarding Team
Melanie brings over a decade of experience from the financial and insurance industry to Dynamic’s Advisor Support and Advisor On-boarding. Her skill in process enhancement, troubleshooting, and multi-tasking contributes significantly to a superior Advisor experience.
Founder & Chief Executive Officer
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.FULL BIO
Lead, Advisor Support Team
Jennifer DeGroat has been in the Financial Service Industry since 2011. With a broad range of experience in administrations and operations; she excels in communications, accuracy and building relationships, providing you with top rate support for your Advisory business.
Director, Advisor Support Team
Eric’s background includes leading service & operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.
Billing & Reporting Specialist
Amy manages billing and handles client reporting. With 10 years of industry experience, she previously served as Director of Operations and Client Service Manager for three RIA firms.
Director, On-boarding Team
With a financial service career starting in 1986, Tanya’s scope of experience, including client service, management, and as a financial advisor, provides a unique skill set and perspective when ushering new affiliates into the Dynamic family.
Associate, Portfolio Services/Market Economist
Lucas performs trading and portfolio services at Dynamic. After a successful college hockey career at Arizona State University, where he graduated Magna Cum Laude, Lucas began his trading career with a Scottsdale prime broker. There, he worked with RIAs and hedge funds trading in equity, fixed income, options and other securities.
Director, Portfolio Services Team
Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.
Managing Director, Retirement Plans
With over 25 years of experience, Fran coaches and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies.FULL BIO
Associate, Advisor Support Team
Heather brings direct wealth management service experience to her role at Dynamic. Working in a Scottsdale based wealth management practice, she was responsible for client account management, including implementations, service meeting administration, organizing marketing events and handling other direct client relationship requests.
Director, Business Systems
Erin specializes in the financial account data arena. She has over 11 years experience helping RIA’s to ensure accuracy and integrity of their information.
Chief Compliance Officer
Cherie’s knowledge of the industry provides her a strong understanding of how to effectively incorporate controls and systems to promote compliance and mitigate risk.FULL BIO
Associate, Technical Support Team
Kayla started her career in financial services with Northwestern Mutual as a Financial Representative. With a strong financial mathematics education and attention to detail, she has experience working with clients and preparing financial plans.
Associate, Advisor Support Team
Kelly brings 10 years of industry experience supporting advisors, managing end-client requests, and working jointly within an IMO. Her diverse background provides the basis for delivering exceptional client engagement while meeting the client’s changing needs.
Chief Operating Officer
With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader.FULL BIO
Associate, Advisor Support Team
Erin has more than 10 years of industry experience, having worked for Scottrade and Stifel Financial Corporation in client and account service. She is focused on providing exceptional service to her team and advisors.
Principal & Chief Development Officer
Jim Palumbo is a veteran of the financial services industry with over 25 years of creating and managing organizations that create, grow, and preserve wealth.FULL BIO
Chief Technology Officer
In his role as CTO, Justin works to bring efficiencies by combining automation technology and methods with regular processes to ensure that the maximum benefit of the latest technologies can be realized by Dynamic's team and the advisory practices it services.FULL BIO
Associate, Business Development Team
Mat brings over 8 years of industry experience, including custody, AML and margin responsibilities with Charles Schwab and operations manager and managed account roles with two brokerage firms.
Mamie joined Dynamic with risk management and operations experience from an RIA from in Florida. She works with wealth managers on advertising and marketing, and supports testing of our Compliance Program.
Business Development Consultant
With industry experience at major firms and RIAs, Urban has over 15 years’ experience consulting to advisors and is a tremendous knowledge resource for advisors at Dynamic.
Strategic Advisor, Development & Marketing
Dan Solin is the founder and President of Solin Strategic, LLC and Evidence Based Advisor Marketing, LLC. These entities provide coaching, workshops, content, design and videos for websites, and original blog articles that can be white labeled on a subscription basis, exclusively to evidence-based advisors. Graduated from Johns Hopkins University and the University of Pennsylvania Law School.
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