• “Your mission, should you choose to accept it…” – Mission Impossible Despite the headlines that dominated the news cycle in 2022 (Inflation and recession and politics, oh my!), Dynamic stayed the course in accelerating development of its institutionalized asset management services. That course was set in 2021 when a new position at Dynamic, Head of […]

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  • Dynamic recently welcomed Steve Kulesza, CFP® to the team as Chief Business Development Officer. As a member of the Dynamic leadership team reporting to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Dynamic Concierge, the […]

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  • John Davis joined Dynamic’s Portfolio Services team as an associate portfolio trader in April. This former Division I athlete from the University of Tennessee at Chattanooga earned Series 7 and Series 66 licenses. Prior to joining Dynamic, John worked at CollaborativeWEALTH®, an advisory firm headquartered in Lake Mary, Fla. He’s been in the financial services […]

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  • Heather Perry joined Dynamic’s Advisor Support team from United Planners Financial Services in April, guiding advisors and making sure their needs are met. A Valley of the Sun Native, Heather has 12 years’ experience in the financial services industry. Prior to United Planners, she has held positions at Charles Schwab, Bank of America and Merrill […]

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  • In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success and their own. Along with […]

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  • In the world of high-net-worth (HNW) clients, wealth advisors understand the need for customization and personalized service based on their clients’ specific needs. As Dynamic’s Investment Management capabilities have grown, so too has a specialty area in evaluating complex client situations and delivering simple solutions for HNW clients. Along with building custom strategies which could […]

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