Get to Know…Mamie Winkelman-Pearson

  Mamie Winkelman-Pearson, compliance officer at Dynamic Advisor Solutions, will celebrate her one- year anniversary at Dynamic in January 2020, possibly clicking her castanets. Prior to joining Dynamic, Mamie contracted with a wealth management firm in Florida as well as nonprofit organizations in Phoenix while completing her Master of Nonprofit Leadership & Management degree from…

Sarah Stallins, Business Development & Advisor Support

Sarah Stallins Business Development & Advisor Support Sarah begin her career in financial services over a decade ago. She has RIA, money manager, sales, service and marketing experience.   What is your role at Dynamic and how does it help support our clients? Currently I am working in Business Development and Advisor Support, but I…

Amy Eagan, Billing & Reporting

Amy Eagan Billing & Reporting Amy has worked with advisors and their clients for over 10 years. Most recently, she was responsible for running operations for a Phoenix-based RIA. She has experience in systems, billing, reporting and leads many special projects for Dynamic.   What is your role at Dynamic and how does it help…

Dynamic Wealth Advisors’ Affiliation with Erickson Braund

  Dynamic Wealth Advisors Is Proud to Announce Our Affiliation With Erickson Braund of Michigan. Phoenix, Arizona September 2018 – Dynamic Wealth Advisors is proud to announce the addition of Eric Braund of Black Walnut Wealth Management in Northern Michigan. Mr. Braund specializes in financial planning and investment management for individuals and families.  He is a Certified Financial Planner…

Dynamic Wealth Advisors’ Affiliation with Erickson Braund

  Dynamic Wealth Advisors Is Proud to Announce Our Affiliation With Erickson Braund of Michigan. Phoenix, Arizona September 2018 – Dynamic Wealth Advisors is proud to announce the addition of Eric Braund of Black Walnut Wealth Management in Northern Michigan. Mr. Braund specializes in financial planning and investment management for individuals and families.  He is a Certified Financial Planner…