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.

close

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

View Larger


Our advisors

Advisor photo for Collin Soule

Collin Soule

CFP®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Collin Soule Visit Collin Soule's website
Advisor photo for David Berry

David Berry

CFA®, CFP®, CIMA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about David Berry Visit David Berry's website
Advisor photo for Kerri Buchman

Kerri Buchman

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kerri Buchman Visit Kerri Buchman's website


Our team

AmberLee Johnson

AmberLee Johnson

Client Service Coordinator,

Chartered Retirement Planning Counselor™

Beth Perkins

Financial Planning Specialist

Qualifications

  • Juris Doctorate, Widener Unversity School of Law
View more
Natalia Acosta

Natalia Acosta

Client Relationship Manager