Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Client Service Associate
Kathy has a passion for helping and interacting with clients. Her role involves phone, email and face-to-face communication with clients, and it’s what she enjoys the most about being a member of this team. She brings a positive...
Director of Client Services
CEO & Senior Wealth Advisor
Jason has more than 20 years of experience in helping clients achieve their financial goals. He is also an estate planning attorney and does tax preparation, so he views clients’ financial situations through one of the broadest...
Prior to her college education, Susan was a home health/hospice aide for 20 years. She has a true love of caring for others, especially the elderly.Susan joined the firm in 2018. Prior to Dynamic Legacy Planning, she was a paralegal...