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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 BIOManager, Advisor Support
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.
Head of Strategy, Investment Management Team
As Head of Strategy for Dynamic’s Portfolio Services Team, Konstantin “Kostya” Etus, CFA® brings to Dynamic specialized experience in asset allocation and security selection of various ETF and mutual fund portfolios. This includes managing mutual funds, ETF strategies and 529 plans. Kostya also has experience in international and ESG investments, evaluating various types of investment strategies that include SMAs, model portfolios and individual funds through a robust due diligence framework.
FULL BIOManager, 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.
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 BIOSenior Client Service Associate, Concierge
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.
Associate, Business & Practice Development Team
Whitney has made a career out of providing service to others with more than 13 years of experience, working exclusively in the wealth management industry. Prior to Dynamic, she served multiple RIAs, both locally in Arizona and nationwide practices, with a focus on holistic planning services, operations and best practice development.
FULL BIOChief 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 BIOChief 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 BIOAssociate, 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 BIOChief 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 BIOTeam Lead, Advisor Support
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.
Compliance Officer
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.
Associate, Advisor Support Team
Associate, Trade Support, Portfolio Services Team
Compliance Analyst
Portfolio Trader, Portfolio Services Team
Portfolio Trader, Portfolio Services Team
Associate, Onboarding Team
Associate, Advisor Support Team
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.
©2022 All rights reserved Dynamic Advisor Solutions LLC dba Dynamic Wealth Advisors. Dynamic Wealth Advisors is a Registered Investment Adviser. All advisory services are offered through Dynamic Wealth Advisors. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.