Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic
John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from
Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their
Senior Trade Support Associate and outdoor adventurist Anh (Anny) Nguyen joined Dynamic’s Investment Management team in March from Merrill Lynch
The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason
Justin Patrick, Dynamic’s resident expert on all-things-computer-science-and-technology, has been streamlining software solutions for financial services for more than 20 years.
Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native,
August 2021 marks Mat Weiss’s three-year work anniversary at Dynamic. He began his Dynamic career as a team lead in
Dynamic has a magician in its midst. As Technology Service Associate on the Onboarding Team, Josh Farley joined Dynamic in
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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