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.
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.
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.
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.
Urban Adams
Business Development Officer / Advisor Training
With industry experience at major firms and RIAs, Urban has over 15 years’ experience consulting to advisors and is a tremendous knowledge resource for advisors at Dynamic.
Tanya Escobedo
Director, On-boarding
With a financial service career starting in 1986, Tanya’s scope of experience, including client service, management, and as a financial advisor, provides a unique skill set and perspective when ushering new affiliates into the Dynamic family.
Marisol Fung
Portfolio Consultant
Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.
Erin Heffner
Director, Business Systems
Erin specializes in the financial account data arena. She has over 11 years experience helping RIA’s to ensure accuracy and integrity of their information.
Alicia Valentine
Director, Advisor Support & Trading
Alicia served in operations with Charles Schwab and Northwestern Mutual as well as a portfolio administrator from an RIA firm in Maine.
Melanie Ahlers
Advisor Support Associate
Melanie brings over a decade of experience from the financial and insurance industry to Dynamic’s Advisor Support and Advisor On-boarding. Her skill in process enhancement, troubleshooting, and multi-tasking contributes significantly to a superior Advisor experience.
Jennifer DeGroat
Advisor Support Associate
Jennifer DeGroat has seven years in the Financial Services Industry with a broad range of experience in administrations and operations; she excels in communications, accuracy and building relationships, providing you with top rate support for your Advisory business!
Mathew Weiss
Advisor Support Trading Associate
Mat brings over 8 years of industry experience, including custody, AML and margin responsibilities with Charles Schwab and operations manager and managed account roles with two brokerage firms.
Amy Eagan
Billing & Reporting Specialist
Amy manages billing and handles client reporting. With 10 years of industry experience, she previously serviced as Director of Operations and Client Service Manager for three RIA firms.
Eric Draughon
Advisor Support Team Manager
Eric’s background includes leading service & operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.
Sahar Zabari
Advisor Support Associate
Sahar previously served as a client service associate for an RIA, an administrator at Waddell & Reed, and a recruiting coordinator with New York Life.
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