Our Team

Our Team

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Gary Luna, CPA, CFP®

Gary is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.

He began his financial career with a Bachelor of Science degree in Accountancy from Arizona State University in 1995. After graduation he worked in corporate accounting for American Express. He worked there for 6 years on various project teams including: account reconciliations, systems’ integrity, and financial reporting. The last 2 years were spent and as a Team Leader managing a team of 10 accountants.

Beginning in 2001, he worked as a mortgage banker at Wells Fargo Bank for 4 years. In 2005, he started his financial planning career with Edward Jones Investments. In 2009, he became an independent financial adviser with Raymond James Financial Services. There he also served in the role of Branch Manager. He joined the Dynamic Wealth Management team in December of 2012.

Gary served a 2 year mission for his church at the age of 19 in Buenos Aires, Argentina where he gained valuable experience in working with people from all walks of life. He learned there that the eternal principles of honesty, respect for self and others, and hard work are universal.

Gary is married with 6 children and 3 grandsons. His wife, Veronica, is a Registered Nurse. Gary enjoys spending time with his family, playing basketball, and serving in his church calling. 

Gary enjoys teaching and explaining the principles, products, and strategies involved in carrying out a well-established financial plan.

He holds the following securities licenses:  Series 7, 63, 9 and 10 and is an Investment Advisor Representative. He also holds life, health and disability insurance licenses.

Gary's favorite quote:
“Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… Then to rank with those poor spirits who neither enjoy much nor suffer much, because they live in a gray twilight that knows not victory nor defeat.”
 

Jenny Carlini

Office Manager

Jenny is excited about being a part of the Team at Dynamic Wealth Management. After high school she pursued her education at Ricks College and then she transferred to Brigham Young University. While attending Brigham Young University she met Adam Carlini who shortly thereafter became her husband, they recently celebrated their 25th wedding anniversary. After college, she began her career as a Realtor with West USA and a couple years later she started her own Photography business.

After devoting most her life to raising her four beautiful, intelligent daughters, Jenny decided it was time to join her husband in his business venture.  She was appointed Office Manager at Dynamic Wealth Management.  Jenny is definitely a people person who loves to interact with all she comes in contact with.  Her other interests range from hiking, running, biking, and swimming to studying and learning about health and nutrition.  She is a new grandmother and just can’t get enough of her grandson “Krew”!

Jenny’s favorite quotes are:

“A job worth doing, is worth doing well!”

“Good actions give strength to ourselves and inspire good actions in others.”

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Adam Carlini, Chief Investment Officer


Adam has over 30 years’ experience working in the financial services industry. He earned his Bachelor of Science degree in Financial Planning & Counseling from Brigham Young University in the spring of 1987 and began his career just 6 months before the market crashed! Though he is an optimist at heart, this experience had a profound influence on his investment philosophy, teaching him the importance of protecting capital.

Adam is an independent thinker and though he reads a LOT and considers commentary and research from multiple sources, he ultimately draws his own conclusions. He has a thirst for knowledge and a constant drive to improve his skills. This passion has led him away from much of the conventional thinking to learn and develop more efficient strategies for the benefit of his clients. Adam loves to share what he has learned and has an ability to communicate complex ideas in easy to understand ways and with a sense of humor.

While it is important that an advisor be knowledgeable and competent, Adam’s clients will tell you that the biggest reason they work with him, is because they know that he truly cares about them and their well-being and they trust him. This is evident in the referrals he receives from existing clients and the longevity of their relationships with him. His first investment client is still a client.

Prior to founding Dynamic Wealth Management, Adam worked 10 years at Wealth Management International, Ltd. where he was responsible for the management of over $100 million in assets for all fee-based clients of the firm. He worked as a Wealth Advisor and served as Director of the Investment Research Team.

Adam plays chess and enjoys all sports, especially racquet sports and basketball.  He served as a missionary in Brazil from 1981 to 1983 and speaks Portuguese and continues to serve in his church and community.  He has lived on the East Coast and the West Coast and now resides in Peoria, AZ. He and his wife, Jenny have been married for over 30 years and have 4 daughters and 6 grandchildren.

He holds the following securities licenses:  Series 7, 24, 63 and 66 and is affiliated with Leigh Baldwin & Co., LLC.  He is President and Chief Investment Officer of Dynamic Wealth Advisors, a Registered Investment Advisor.  He also holds life, health and disability insurance licenses and has experience as a tax preparer and has represented clients before the IRS.

A few of his favorite quotes are:

“The greatest work you will ever do is within the walls of your own home.”  --Harold B. Lee

“We make a living by what we get.  We make a life by what we give.”  --Winston Churchill

“By small and simple things are great things brought to pass.”  --Alm

 

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Grant Hadden, Financial Advisor


Grant has been a Partner at Dynamic Wealth Management since 2012. He prides himself on making investing simple and transparent. He enjoys teaching and building relationships with clients.

Grant was raised in Riverside, CA with his 6 siblings. In his youth he was very involved in the Boy Scouts of America and achieved the rank of Eagle Scout. After High School Grant dedicated two years of his life to a service mission in Chicago; where he worked predominantly with the Spanish speaking members of the community. During those two years in Chicago Grant became fluent in Spanish and learned to love the people who he served there.

After he returned from Chicago, he pursued his education at the LDS Business College, where he earned a degree in business and a certification in accountancy. He now holds both the series 7 and the series 66 security licenses through Leigh Baldwin & Co., LLC. Grant also holds life, health and disability insurance licenses.

Grant is happily married to his beautiful wife of 10 years Chelsea. Grant and Chelsea are the proud parents of four sons and one daughter. When Grant is not working he is probably wrestling the kids, playing basketball, spearfishing, watching the Lakers or going to church.

A couple of his favorite quotes are:

“If you are asked to do something, you do it, if you are not asked to do something you offer to do it.”

“Diligence is the ability to do in a moment of weakness that which you set out to do in a moment of strength.”

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Amy Lee

Client Services Specialist

Amy recently joined Dynamic Wealth Management in October 2018. She brings nearly 20-years’ experience in the financial services industry. Spending 16 years with a nationally recognized securities firm in Wisconsin, she started as a licensing specialist and worked her way up to Chief Compliance Officer and Co-CEO.  She has extensive knowledge of the inner workings of the securities industry, as well as registered investment advisors like Dynamic Wealth Management.

She excels in assisting with new client on-boarding, follow up to ensure a smooth transition, and ongoing requests and questions.  In addition, Amy assists our firm with its regulatory requirements, and office organization.

Amy and her husband, Terry, have 2 grown daughters, Mandi and Jerilyn.  They relocated to Arizona in 2017 to enjoy the warm sunshine and help care for they mothers who live here. In their free time, they enjoy camping, fishing, playing cards, and spoiling their first granddaughter, Aurora, every chance they get.

Amy’s favorite quote: "Dance like nobody's watching; love like you've never been hurt.
Sing like nobody's listening; live like it's heaven on earth."
 

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Penny Stelling

Receptionist

Penny is delighted to be a member of the Dynamic Wealth Management Team. After many years as a senior level administrative assistant with 3M and Intel Penny enjoyed retirement for several years. Penny recently decided to rejoin the work force and is happy to keep busy while learning about a new business.

Penny has blended family of four daughters and a son. She is blessed with four granddaughters and four grandsons ranging from ages 29 to 17. When time allows Penny loves playing Mah Jongg, enjoys reading, and of course, spending time with her children and grandchildren.

Favorite Quote: "Yesterday is history, tomorrow is a mystery, today is a gift from God, which is why it is called the present" - Bill Keane

Advisory Services offered through Dynamic Wealth Advisors Inc.,  a Registered Investment Advisor.

Securities offered through Leigh Baldwin & Co., LLC Member FINRA / SIPC

Check the Background of this Firm on FINRA's BrokerCheck.

 

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