PHOENIX–(BUSINESS WIRE)–Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a provider of professional services to wealth advisors, today announced that Steve Kulesza, CFP®, has joined the company as Chief Business Development Officer. As a member of Dynamic’s leadership team, which reports to Founder and Chief Executive Officer Jim Cannon, Kulesza will lead the firm’s revenue growth and practice initiatives, including consultant recruitment, wealth management growth and other services such as Dynamic Concierge, world-class support -Service of the company.
Dynamic’s US network includes approximately 80 wealth advisory practices in 17 states; It includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs) serving nearly 5,000 clients and more than $3.2 billion in assets.
Kulesza is an industry veteran having served as a wealth advisor, institutional business development officer and chief operating officer for the past 20 years. Prior to joining Dynamic, he served as COO overseeing the development and operations of MSH Capital Advisors, LLC, a Scottsdale, Arizona-based RIA firm. He has also held institutional and RIA development positions at Charles Schwab Advisor Services and served as vice president and regional director of institutional and retail sales for Madison Investment Advisors.
“We are extremely pleased to welcome Steve to the Dynamic team in this pivotal role as we enter the next era of innovation and growth at Dynamic,” said Cannon. “As more advisors and RIAs seek to outsource wealth management and other services that require tailored client solutions, Steve’s extensive industry experience and background serving both clients and advisors at the institutional level brings a 360-degree perspective to Dynamic. ”
Kulesza is a Certified Financial Planner™ and graduated magna cum laude from the University of Akron with a Bachelor of Arts in Business and Organizational Communication. While attending college full-time, he successfully started and operated his own pizza restaurant.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors who value independence and want to take their practices to the next level, Dynamic Advisor Solutions is a professional services provider that provides a complete business solution, myVirtualPractice™, to create efficiencies so advisors focus on delivering exceptional client experiences can concentrate. Visit DynamicAdvisorSolutions.com for more information.
Investment advisory services are provided by Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC-registered investment advisor.