People
Professionals Behind Every Strategy
At Dynamic, our team is made up of seasoned professionals who bring deep experience, rigorous due diligence and a shared commitment to putting clients first.
From portfolio managers and risk analysts to compliance and advisor support specialists, every member of our team plays a critical role in building strategies that align with your goals and evolve with your clients’ needs.
Experience the Dynamic Difference
Our mission: To purposefully deliver our vast experience, relationships, resources and solutions as “One Dynamic” to our team and wealth advisor clients.
Flexible, Support-Oriented Approach
Dynamic offers flexible, professional support tailored to your needs. Choose the services that fit your practice, maintain full ownership of your clients and decide whether to operate under our RIA or your own — with our guidance every step of the way.
Deep Industry Experience
Our team brings deep experience across all areas of your practice. From compliance to portfolio management, our professionals are here to solve challenges quickly and strengthen your practice at every stage.
Seamless, Strategic Execution
We handle the details so you can focus on growth. From technology and concierge support to trading and custodial issues, we simplify operations and keep your practice running smoothly.
Senior Leadership
Jim Cannon
Founder & Chief Executive Officer
Eric Draughon
Chief Service Officer
Kostya Etus, CFA®
Chief Investment Officer
Cherie Jolly
Chief Compliance Officer
Steven Kulesza, CFP®
Chief Business Development Officer
Justin Patrick
Chief Technology Officer
Our Team is Your Team
Brian Bowen
Director of Advisor Integration
Melanie Ahlers
Manager, Onboarding Team
Samantha Bitzer
Compliance Associate
Michael Bryant
Senior HR Business Partner, SHRM-CP
Kim Cecere
Chief Marketing Officer
Jason Cole
Client Service Associate, Concierge Team
Rusty Conway
Associate, IT Support Team
Tyler Corbett
Junior Portfolio Specialist
John Davis
Portfolio Trader, Portfolio Services Team
Amy Eagan
Manager, Business Operations
Michael Freeman
Compliance Officer
Fran Gillis
Managing Director, Retirement Plan Services
Jennifer Gilsdorf
Senior Manager, Advisor Support Team
Heather Jackson
Manager, Concierge Team
Whitney Johnson, CEP®
Practice Resource Manager, Business Development Team
Cameron Juhnke
Production Lead, Portfolio Services Team
Erin Lehman
Client Service Associate, Advisor Support Team
Matthew Mora
Associate, IT Support Team
Claudia Navarro
Billing Specialist
Erin Oldham
Client Service Associate, Advisor Support Team
Mary Beth Smith
Client Service Associate, Concierge Team
Alex Tritschler
Client Service Associate, Advisor Support Team
Shariss Tritschler
Manager, Advisor Relations
Mathew Weiss
Business Development Coordinator, Business Development Team
Jackie Zeldin
Client Service Associate, Concierge Team
Together, We’re Ready
for What’s Next
Dynamic was designed for advisors at pivotal career moments. Allow us to bring together the people, resources and technology to customize a solution for you.