Dynamic Wealth Advisors

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

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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, APMA

Private Wealth Advisor

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

Kerri Buchman

CFP®, APMA, BFA

Financial Advisor

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

David Berry

CFP®, APMA, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Berry's website


Team

AmberLee Johnson

AmberLee Johnson

Client Service Coordinator

Jessica Simpson

Jessica Simpson

Client Relationship Manager

Beth Perkins, JD

Financial Planning Specialist

Qualifications

  • Juris Doctorate, Widener University School of Law
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