With diverse backgrounds and over thirty years of combined experience in financial services, investment management, and tax planning our Team stands at the ready to service your unique needs. We work very well and very closely together, effectively bringing our collective knowledge and experience to your financial plan and our investment recommendations. For you this means the advice and direction we offer is cross-checked against each of our individual areas of expertise. A tax, fee, and risk/reward-efficient, plan and investment strategy with superior life-long commitment to service is the result of our powerful Team synergies.

We look forward to working with you. Learn more about us below:

  
Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member of FINRA (www.finra.org) & SIPC (www.sipc.org). Dynamic Wealth Strategies, LLC and Independent Financial Group, LLC are not affiliated.
Office of supervisory jurisdiction: 1541 The Alameda, San Jose, CA 95126. We are licensed in the following states: CA, OR, and NV.
Dynamic Wealth Strategies, LLC ♦ 1541 The Alameda ♦ San Jose, CA 95126
Phone: 408-213-6960 ♦ Fax: 408-213-6961 ♦ www.dynwealth.com
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