Dynamic Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Dynamic Wealth Advisors
Team photo for Dynamic Wealth Advisors

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Advisors

Advisor photo for Collin Soule

Collin Soule

CFP®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Collin Soule's website
Advisor photo for Kerri Buchman

Kerri Buchman

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kerri Buchman's website
Advisor photo for David Berry

David Berry

CFA®, CFP®, CIMA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit David Berry's website


Team

AmberLee Johnson

AmberLee Johnson

Client Service Coordinator,

Chartered Retirement Planning Counselor™

Beth Perkins, JD

Financial Planning Specialist

Qualifications

  • Juris Doctorate, Widener University School of Law
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Natalia Acosta

Natalia Acosta

Client Relationship Manager