Steven Kulesza, CFP®
Chief Business Development Officer
As Chief Business Development Officer, Steven Kulesza, CFP® leads Dynamic’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Concierge.
Kulesza is a veteran to the industry, having worked 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 for a Scottsdale, Ariz.-based RIA firm as Chief Operating Officer. He has also served in institutional and RIA development roles for Charles Schwab Advisor Services and as a regional director of institutional and retail sales for Madison Investment Advisors.
He 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. Kulesza enjoys the great outdoors, especially when he’s spending time with his family and coaching his son’s football team.