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Happy Anniversary!

November 12, 2020

Meet the following wealth advisors and team members of the Dynamic family who are celebrating five- and 10-year anniversaries with Dynamic. We’d like to recognize and thank them for their dedication!

5-YEAR ANNIVERSARIES    

Celeste Wall

Celeste Wall, Strategic Capital Wealth Management, Chino, Calif.  

Likes: Spending time with family (married to my college sweetheart for 38 years, my three adult married children, enjoying my six grandchildren), serving in ministry with my church as a member for 40 years (teaching, discipleship and serving) and mentoring women

Dislikes: Cold weather. I grew up in Michigan and Maryland, and I love living in sunny California.

Favorite TV Shows: This is Us; Chicago Med, Fire, PD; Family Feud; HGTV home improvement shows

Activities: Exercising, reading, teaching

Favorite things about Dynamic: Excellent support team; having a back office that allows me the freedom to have a flexible schedule to enjoy life. Work life is so easy now, I feel like I’m retired.

 

 

Lucas Gillis

Lucas Gillis, CPFA, 401k Extra, Fort Collins, Colo.

Likes: Cooking, watching live sports, dogs (especially mine, 9-year-old Akita), watching a great new TV show, reading a great book

Dislikes: TV shows with a laugh track, irresponsible dog owners

Favorite movies/TV shows: Ugly Delicious, Fargo, Stranger Things, The Mandalorian, Fleabag, Schitt’s Creek, Deadwood show and movie, any Pixar movie, the original Jurassic Park and Mel Brooks movies, to name a few

Activities: Hiking, camping, going to the dog park, checking out the new exhibit at the museum or the zoo, trying new food and places to eat, working out, taking a drive up the mountains to explore

Favorite things about Dynamic: As an employee and now as an advisor, my favorite thing about Dynamic has been getting to see and experience all of the growth and progress this company has made over the years. I am very excited to be a part of Dynamic and the direction we are headed!

 

 

Courtney Font

Courtney Font CFP®, Crooked Tree Capital Advisors, Petoskey, Mich.   

Likes: Spending time outdoors with family, traveling (looking forward to traveling again!), volunteering in my community, large breed dogs (I grew up with Newfoundlands), playing old school board games with our kids

Dislikes: 2020 (enough said)

Favorite TV shows: The Queen’s Gambit, Yellowstone, Ozarks, Game of Thrones, Big Little Lies

Activities: Boating, kayaking, hiking and exploring trails (We’ve turned our children into little trail runners), backyard camping, paddle boarding

Favorite things about Dynamic: Jim Cannon and team are incredibly supportive. They bring a lot of experience and have allowed us to build the business on our terms. They have a unique offering, giving us access to economies of scale. With Dynamic, I get a gold standard of support for being a smaller firm.

 

 

10-YEAR ANNIVERSARIES  

Joyce Morningstar

Joyce Morningstar, Dynamic Wealth Advisors, Scottsdale, Ariz.  

Activities: Hiking, camping, backpacking, dancing and travel

Favorite things about Dynamic: There are so many good things to say about DWA, it’s hard to know where to start. I guess my favorite thing about DWA is the great people.

 

 


Erin Heffner, Director of Business Systems, Dynamic Advisor Solutions 

Likes: Traveling, learning new things, movies and TV, sleeping in

Dislikes: Arizona summers (why I was Ok moving to Oklahoma), bugs, being bored (why I don’t like sunbathing or “going to the beach”)

Favorite movies/TV shows: I love all sorts of movies! My favorites depend on my mood. Action movies like Marvel, the Bourne series, Mission Impossible series; Rom coms like The Holiday, While You Were Sleeping, Kate and Leopold, or Sabrina. Foreign films like Life is Beautiful or Amore. TV shows like NCIS, Gilmore Girls, Madame Secretary, Blue Bloods, This is Us, Bull, Jack Ryan, The Boys, The Mandalorian, New Amsterdam, The Blacklist, The Resident and more. Thank goodness for streaming services and libraries!

Activities: My life is consumed right now with fixing up the house we recently purchased. It needs a lot of work.

Favorite thing about working at Dynamic: The ability to work from home while my kids were young and needing adult supervision. Also, the flexibility of being able to work anywhere and learning new things. I mean, I have had a lot of roles at Dynamic. I went from being in Onboarding, Advisor Support, Trading, Billing, Technology to now Salesforce Admin. That’s a lot of knowledge and skills to pick up along the way.

 

 

Craig Morningstar, COO, Dynamic Advisor Solutions  

Likes: Classical music and digesting large amounts of in-depth information and making it simple, because most things really are simple

Dislikes: Inefficiencies, with a few exceptions

Favorite movies/TV shows: Just about any movie on TCM, Monty Python, Fawlty Towers, Downton Abbey

Activities: Very long drives, motorcycle riding with my sons on the mountains, indoor skydiving, hanging on the beach in Del Mar, Calif., international travel

Favorite things about working at Dynamic: Working with and helping staff and advisors

Also celebrating 10 years as IARs with Dynamic Wealth Advisors are Margot Davis and Kathleen Murray, both in Phoenix.

 

Photo credit: Courtney Hedger