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

Melanie Ahlers

Manager, Onboarding Team

Samantha Bitzer

Samantha Bitzer

Client Service Associate, Advisor Support Team

Michael Bryant

Michael Bryant

HR Business Partner

Jim-Cannon-profile-photo

Jim Cannon

Founder & Chief Executive Officer

Jason Cole

Jason Cole

Client Service Associates, Concierge Team

Rusty Conway

Rusty Conway

Associate, IT Support Team

John Davis

John Davis

Portfolio Trader, Portfolio Services Team

Jennifer DeGroat

Jennifer DeGroat

Manager, Advisor Support Team

Eric Draughon

Eric Draughon

Director, Advisor Support Team

Amy Eagan

Amy Eagan

Manager, Business Operations

Lucas-Ellson

Lucas Ellson

Client Service Associate, Advisor Support Team

Tanya Escobedo

Tanya Escobedo

Director, Onboarding Team

Kostya Etus, CFA®

Kostya Etus, CFA®

Chief Investment Officer

Lucas Felbel, CIMA®

Lucas Felbel, CIMA®

Director, Portfolio Services

Michael Freeman

Michael Freeman

Compliance Officer

Fran Gillis

Fran Gillis

Managing Director, Retirement Plan Services

Heather Jackson

Heather Jackson

Team Lead, Concierge Team

Whitney Johnson, CEP®

Whitney Johnson, CEP®

Associate, Business & Practice Development Team

Cherie Jolly

Cherie Jolly

Chief Compliance Officer

Cameron Juhnke

Cameron Juhnke

Portfolio Trader, Portfolio Services Team

Steven Kulesza, CFP®

Steven Kulesza, CFP®

Chief Business Development Officer

Erin Lehman

Erin Lehman

Client Service Associate, Advisor Support Team

Matthew Mora

Matthew Mora

Associate, IT Support Team

Anh Nguyen, ChFC

Anh Nguyen, ChFC

Portfolio Support Lead, Portfolio Services Team

Erin Oldham

Erin Oldham

Client Service Associate, Advisor Support Team

Justin Patrick

Justin Patrick

Chief Technology Officer

Mary Beth Smith

Mary Beth Smith

Client Service Associate, Concierge Team

Shariss Tritschler

Shariss Tritschler

Manager, Advisor Relations

Mathew Weiss

Mathew Weiss

Associate, Business Development Team

Independent Professionals

Urban Adams

Urban Adams

Business Development Consultant

Kim Cecere

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.