GIVE US A CALL NOW (888) 997-4212

News Release

Dynamic Announces New Chief Business Development Officer

October 25, 2022

Steve Kulesza, CFP®

View the news release on BusinessWire

PHOENIX, Oct. 25, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, today announced that Steve Kulesza, CFP® has joined the firm 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 firm’s premium support service.

Dynamic’s U.S. network comprises approximately 80 wealth advisory practices in 17 states; it includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving nearly 5,000 clients and more than $3.2 billion in assets.

Kulesza is an industry veteran, having served as a wealth advisor, institutional business development officer and chief operating officer over the past 20 years. Prior to joining Dynamic, he led the development and operations as COO for MSH Capital Advisors, LLC, a Scottsdale, Ariz.-based RIA firm. He has also held institutional and RIA development positions at Charles Schwab Advisor Services and served as vice president and regional director of institutional and retail sales for Madison Investment Advisors.

“We’re delighted to welcome Steve to the Dynamic team in this crucial role as we enter the next era of innovation and growth at Dynamic,” said Cannon. “As more advisors and RIAs seek to outsource asset management and other services that require customized client solutions, Steve’s deep industry experience and expansive background serving both clients and advisors at the institutional level brings a 360-degree perspective to Dynamic.”

Kulesza is a Certified Financial Planner™ and graduated magna cum laude from the University of Akron with a Bachelor of Arts in Business and Organizational Communication. While attending college full time, he started and successfully operated his own pizza restaurant.

About Dynamic Advisor Solutions dba Dynamic Wealth Advisors

For successful wealth advisors who value independence and want to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit DynamicAdvisorSolutions.com.

 

Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
Photo: Aaker, Unsplash