Dynamic Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Collin Soule

CFP®, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Collin Soule's website

David Berry

CFP®, APMA, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Berry's website

Kerri Buchman

CFP®, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kerri Buchman's website


Team

AmberLee Johnson

AmberLee Johnson

Client Service Coordinator

Jessica Simpson

Jessica Simpson

Client Relationship Manager

Beth Perkins, JD

Financial Planning Assistant

Qualifications

  • Juris Doctorate, Widener University School of Law
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