LEADERSHIP

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.

jim

Jim Cannon

Founder & Chief Executive Officer
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.

craig

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

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

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.

urban

Urban Adams

Business Development Officer

Tanya Escobedo - Transition Manager

Tanya Escobedo

On-boarding Manager

marisol

Marisol Fung

Advisor Support Associate

erin

Erin Heffner

Director of Business Systems

alicia

Alicia Valentine

Advisor Support Manager

asADVISOR 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.

faFINANCIAL ADVISORS

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