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.

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Jim Cannon

Founder & Chief Executive Officer

Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.

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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

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.

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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.

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Fran Gillis

Managing Director, Retirement Plans

With over 25 years of experience, Fran coaches and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies.

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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.

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Urban Adams

Business Development Consultant

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.

Jane-Jones

Jane Jones

Business Development Coordinator

Jane brings over 18 years of financial industry experience to Dynamic’s Business Development team, with emphasis in building and maintaining advisor relationships, as well as top level administration. Her diverse industry skill set provides a comprehensive and attentive experience for advisors.

Tanya Escobedo - Transition Manager

Tanya Escobedo

Director, On-boarding Team

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.

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Marisol Fung

Manager, Portfolio Management Team

Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.

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Melanie Ahlers

On-boarding Team Consultant

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.

Mamie Winkelman-Pearson

Mamie Winkelman-Pearson

Compliance Officer

Mamie joined Dynamic with risk management and operations experience from an RIA from in Florida. She works with wealth managers on advertising and marketing, and supports testing of our Compliance Program.

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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

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

Amy Eagan

Billing & Reporting Specialist

Amy manages billing and handles client reporting. With 10 years of industry experience, she previously served as Director of Operations and Client Service Manager for three RIA firms.

Eric Draughon

Eric Draughon

Manager, Advisor Support Team

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.

Heather Graham

Heather Graham

Advisor Support Associate

Heather brings direct wealth management service experience to her role at Dynamic. Working in a Scottsdale based wealth management practice, she was responsible for client account management, including implementations, service meeting administration, organizing marketing events and handling other direct client relationship requests.

Kayla-Kingseed

Kayla Kingseed

On-boarding Team Associate

Kayla started her career in financial services with Northwestern Mutual as a Financial Representative. With a strong financial mathematics education and attention to detail, she has experience working with clients and preparing financial plans.

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