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
Melanie Ahlers
Manager, Onboarding Team
Samantha Bitzer
Client Service Associate, Advisor Support Team
Michael Bryant
HR Business Partner
Jim Cannon
Founder & Chief Executive Officer
Jason Cole
Client Service Associates, Concierge Team
Rusty Conway
Associate, IT Support Team
John Davis
Portfolio Trader, Portfolio Services Team
Jennifer DeGroat
Manager, Advisor Support Team
Eric Draughon
Director, Advisor Support Team
Amy Eagan
Billing & Reporting Specialist
Tanya Escobedo
Director, Onboarding Team
Kostya Etus, CFA®
Chief Investment Officer
Lucas Felbel, CIMA®
Director, Portfolio Services
Michael Freeman
Compliance Officer
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Team Lead, Concierge Team
Whitney Johnson, CEP®
Associate, Business & Practice Development Team
Cherie Jolly
Chief Compliance Officer
Cameron Juhnke
Portfolio Trader, Portfolio Services Team
Steven Kulesza, CFP®
Chief Business Development Officer
Erin Lehman
Client Service Associate, Advisor Support Team
Matthew Mora
Associate, IT Support Team
Craig Morningstar
Chief Operating Officer
Anh Nguyen, ChFC
Portfolio Support Lead, Portfolio Services Team
Erin Oldham
Client Service Associate, Advisor Support Team
Justin Patrick
Chief Technology Officer
Mary Beth Smith
Client Service Associate, Concierge Team
Shariss Tritschler
Team Lead, Advisor Support Team
Mathew Weiss
Associate, Business Development Team
Independent Professionals
Urban Adams
Business Development Consultant
Kim Cecere
Consultant, Brand Communications & Public Relations
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.