Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and advisor experience and best practices to promote high levels of advisor achievement and success.
LEADERSHIP
Jim Cannon
Founder & Chief Executive Officer
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.
Craig Morningstar
Chief Operating Officer
With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader.
Fran Gillis
Managing Director, Retirement Plans
With over 25 years of experience, Fran coaches and trains other financial advsiors throughout the U.S. regarding retirement plan management issues and strategies.
Cherie Jolly
Chief Compliance Officer
Cherie’s knowledge of the industry provides her a strong understanding of how to effectively incorporate controls and systems to promote compliance and mitigate risk.
Jim Palumbo
Principal & Chief Development Officer
Jim Palumbo is a veteran of the financial services industry with over 25 years of creating and managing organizations that create, grow, and preserve wealth.
Urban Adams
Business Development Officer
Tanya Escobedo
Director, Advisor On-boarding
Marisol Fung
Advisor Support Associate
Erin Heffner
Director, Business Systems
Alicia Valentine
Director, Advisor Support
ADVISOR SUPPORT
The members of our Advisor Support Teams include individuals with experiences and backgrounds developed from roles at custodians, registered investment advisors and brokerage firms.
FINANCIAL ADVISORS