About Dynamic
Home / About Dynamic
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
Director, Portfolio Services
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Senior Client Service Associate, 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
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
Shariss Tritschler
Team Lead, Advisor Support Team
Mathew Weiss
Associate, Business Development Team
Mamie Winkelman-Pearson
Compliance Manager
Independent Professionals
Urban Adams
Business Development Consultant
Dan Solin
Strategic Advisor, Development & Marketing
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.
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.